one more week unplugged at the beach. some of my best trades over the years happened while i was traveling, so stay alert this week 👀

i think the strongest narrative, or the one that ends up leading this “cycle” will be memetic finance, a term i’ve seen Ansem use a lot. basically RWAs/stonks + memes.

i’ve been saying for a while that the line between crypto and tradfi will keep getting blurrier, until we eventually reach the final abstraction where you don’t even care where the asset you’re trading actually lives.

at first i was a bit skeptical about the whole memecoins dropping an underlying stock asset thing, but i actually think it’s a GREAT way to onboard normies into both stocks and crypto at the same time.

that’s why i think MARSCOIN is a great candidate for a generational runner. extremely easy to meme, heavily tied to Elon and other major tech founders, and it drops SPCX (SpaceX) stock to holders.

i’ve been taking profits on Catecoin because i’m betting it eventually gets a proper correction where i can reload (went up from 11M to 70M), and if it doesn’t whatever, there are always other opportunities.

meanwhile $MARSCOIN looks pretty bottomed to me, so i’ll be reloading with size