Choosing to be greedy while market sentiment is close to all time lows. Went heavy on @monad, think team is incredibly strong and has executed everything right to date, think you take bets on strong teams. It is going to be low float*, low airdrop %, low val (under last raise) + the first cb raise. High premarket premium. rR feels good here. *On the low float part, sort of betting the team won't touch ecosystem development at launch * Trying not to overthink it too much. If truly market dies, oh well, probably a fat L for me. If flat or up feel good about the bet.