gm trenchers,

it’s been a killer week in the trenches and in crypto overall, so time to chill and enjoy the weekend

i never really dropped a full $HOUSE coin thesis here, but i’ve been soft shilling it both here and on twitter, and now i think it’s pretty obvious it’s gonna be one of the big runners for this half of the cycle. first buys were sub 5M, sold a big chunk around 10-12M, but loaded up heavy again after the first pullback when ansem first shilled it. crazy how it’s already done a 3x since then (23M -> 80M), so yeah, pretty solid sized bet that paid off. probs gonna start derisking once it’s over 100M

another one i’m really liking is $ITALIANROT — reloaded around 5M and now it’s at 9M. honestly, it’s the most viral trend + ai out there imo. it’s turning into a brand burned into people’s brains. there’s merch, music videos, songs, all kinds of stuff popping off from it

with those two plays + mog + holding majors and trading daily runners, i think i’m set for the rest of the cycle

try to make concentrated bets on stuff you actually believe in, don’t overdiversify. worked super well for me, especially with MOG — between what i sold and what i’m still holding, it’s 7 figs plus. and we’re just getting started…

also, i decided to completely fade all the BONK and dumpdotfun stuff. if it somehow holds up for a few more days, maybe i’ll think about building a position. but for now, i’m just gonna keep midcurving

don’t fry yourself hopping around too much. or if you do, make sure you’re not burning it all before locking in a solid thesis/conviction

stay happy out there

REMP - https://axiom.trade/@remp