Cobie once said to not take @CL207 serious when it comes to trading. I don‘t think the regime has shifted yet, thus being long is still the play. $pump: - no announcements so far - expect nothing & overdeliver strat - sentiment low, largest treasury ~ mcap $rtac: - WLFI tradability enabled tmrw - USD1/WLFI treasury bet - treasury & trump crime cycle $kled (unchanged thesis, bought larger position throughout the week) „what does miya know?“ god‘s will

Gainzy: I need to win again, i lost it all gambling Alon: *gives him $400m in $PUMP At this point there is no excuse to not convert to Judaism, there is no religion that takes care of you the way Jews do. Insanely +EV to be pro Israel and Jewish. Few.

I wrote this thesis one month ago on $KLED since this thesis, Kled survived FUD from half of CT including names like @cobie . I want to give y'all the update you guys deserve: First of all, i own more KLED than ever today, i bought some more today and i'm getting increasingly more bullish on @avipat_ s progress and also what Pasternak has been building in the background. I think Avi Patel did a lot of wrong things and had to learn lot of stuff in the hard way, the token sale, the advisory board, the email drama, lots of valid points where CT was in the right to raise an eyebrow. For the last 2 weeks he did nothing but hardcore ship. The Kled team built an amazing backend, enterprise portal, further progressed talks with both labs and large ai firms (which they'll soon announce publicly) and delivered on their promises. The flywheel is in place and less & less KLED is available on the public market every day. It's rare to me to find heavy conviction in projects (on which i speak about for multiple months), i only ever had them in 6 projects since i started with CT: $OLAS (2023) 10x $AGRS (2023) 5x $GB (2024) 150x $wQUIL (2024-5) -70%, still holding $KLED (2025) 3x, still heavy conviction If i have conviction into something, my strategy has always been the same. Try to support the team everywhere i can and hold my position for a multi-month timeframe to see the whole thesis play out. Worldcoin and Axie Infinity are similar playbooks to KLED, just here with KLED, you have something that is fully diluted, has a flywheel, and actual real-world usability in the AI world we're heading towards. I increased my KLED holdings today by another +20%. I think the next step KLED will take is to completely decouple from Launchcoin PA since they are two totally different projects, you will start noticing this when their marketing campaign really starts.

planning on deploying something on @believeapp

i fucked up lost access to my main telegram account and with that to the Frontrun channel & all other chats here's the new channel where i'l share all my thoughts on the market etc: (capped at 1000 members for now) spend literally all day sharing everything i know in this channel + risking lots of copyright infringements and lawsuits.

The Cost of Not Deciding The average person makes around 35,000 decisions a day. Most are noise: what to eat, what to click, when to reply. But for us in the market, a few carry real weight: the trades we take, the risks we avoid, the plays we pass on. Here’s the issue after thousands of small choices, decision fatigue sets in. The brain gets tired. And when it does, we default to habits, emotion, and short-term comfort. That’s when bad trades happen. Or worse, nothing happens at all. Indecision feels safe. But not deciding is a decision and it usually keeps you stuck. - You hold a loser because selling confirms the loss. - You skip a setup you know by the book because pulling the trigger feels uncomfortable. - You wait too long for confirmation and miss the move. Inaction has a cost. In life, it’s missed growth. In markets, it’s missing the few asymmetric bets that drive most of your PnL. Trading is a power law game a few big wins carry everything. If you hesitate when your edge shows up, that moment won’t come back. And here’s the irony: the sharper you are, the more likely you are to hesitate. You want more data. More confirmation. Cleaner timing. But edge only matters if you act. Perfection doesn’t compound. Decisions do. Best ways I’ve found to deal with it: - Cut low-value decisions. Automate and simplify. - Save your mental energy for high-conviction trades that matter and make a dent in your PnL. - When your edge appears, press it. Missed opportunity creates regret and regret fuels tilt, which leads to real mistakes. Success is rarely the result of constant motion. It’s the result of a few clear, high-leverage choices, executed without hesitation.

current levels of locked in

i won‘t sell $kled until my bag is worth 8 figures

geeked miya vs locked in miya not ready

if you are in finance and don‘t spend 8h+/day on chatgpt, what are you even doing?