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miguel notes

miguel notes

@miguelnotes

https://x.com/miguelrare
@miguelrare
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Post #81 340
here's what my portfolio looks like right now

over the last two days I bought some mid/high caps: $ENA, $LIT, $IMD, $PONS, $STONK

also looking to buy $ORBIO if it gets around $50m
even if I don't end up buying it, won't be upset, since I already have exposure to this narrative through $IMD

also aped in a few low caps, you might've seen them on fomo: $GROK, $AGI, $BOAR

those who've been following this channel for a while might remember that a couple months ago I said I was accumulating $DRV
still holding most of it, didn't expect it to end up being one of my best trades this year
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Post #79 544
miguel notes buying the dip here https://x.com/fruitflydev This might be WORM or GOAT of this cycle
now I'm buying the FWA dip
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Post #76 510
miguel notes I think RKST is one of the most interesting tokens on the market rn The tokenization/stocks narrative + space We still dunno anything about the product, but it’s been trading in the 5m–9m range since launch I’ve mentioned Starcap a couple of times here, but…
More thoughts on RKST
https://x.com/miguelrare/status/2097685218337374625?s=20
X (formerly Twitter) miguelrare 🧙‍♂️ (@miguelrare) on X Thesis on One of the Most Undervalued Project on Robinhood RocketStrategy: $3M mcap Product The core idea behind @RKST_xyz is to use token trading fees to buy space on rocket launches in bulk, …
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Post #75 480
miguel notes aped in 0xefab538cf3c29237a47c6afb145d50ddf204a0a3 no impressive tech rn, but the main thesis for everyone in ct/Fomo is yfi on rh what I liked most: 1. their first product isn't particularly unique, but they have a roadmap teasing future strategies that…
https://x.com/fraxfinance/status/2097393930627342515?s=46&t=LL6Ju5gbM8Pnnk1QkGb7bg 🫡
X (formerly Twitter) Frax Finance ¤⛓️¤ (@fraxfinance) on X United Founders Group is building a DeFi Innovation Platform on Robinhood Chain. They’ve selected sfrxETH as the core asset for their Treasury v2, building on top of our highest-performing ETH LS…
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Post #74 797
I think RKST is one of the most interesting tokens on the market rn
The tokenization/stocks narrative + space

We still dunno anything about the product, but it’s been trading in the 5m–9m range since launch
I’ve mentioned Starcap a couple of times here, but I ended up missing the launch myself, so my avg entry is around $6m

waiting for new announcements and continue to accumulate 🫡
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Post #73 671
I have two Fomo accs, my main one: miguelrare, and a second one I keep anon

about 2 months ago I created alt to trade on when I'm not confident in a play, if I am confident, I buy on my main Fomo acc. if I'm extremely confident, I post it here
turns out the account where I buy tokens I'm afraid to buy on my main account/post here has performed way better

not sure what the exact takeaway is, but I think the public account makes me more conservative due to a sense of extra responsibility. going to try to work on that

btw you can follow it if you haven't already, been trading on fomo for about a year

I think the better the market and trenches get, the more tokens there will be, more noise, and it'll be harder for every project to attract attention
that's exactly why using Fomo/GG and keeping your trading journal on X/TG will become increasingly valuable. even a small audience lets you get your theses in front of more people and if your thesis turns out to be right, you might become the first catalyst for its growth

Fomo: https://fomo.family/r/miguelrare
GG: https://www.gg.xyz/?ref=miguelrare
*if you haven't signed up yet, would appreciate it if you used my ref link
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Post #72 619
bought some MEME and GRASS here

MEME has great lore, already broke $100M and I think it'll be the main onchain token at least for a few days
Grass has a clean and functional app + a cool idea, reminds me of Stepn
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Post #71 854
aped in 0xefab538cf3c29237a47c6afb145d50ddf204a0a3

no impressive tech rn, but the main thesis for everyone in ct/Fomo is yfi on rh

what I liked most:
1. their first product isn't particularly unique, but they have a roadmap teasing future strategies that will generate revenue
2. it's a legit product, probably with a very strong DeFi team, the Frax founder followed them from day one, and then defidave wrote about the product: https://x.com/defidave/status/2094675994565333037

As I see it, there are currently a ton of inefficiencies on rh, which could be a big plus for this kind of project + people are ready to buy new DeFi primitives
X (formerly Twitter) DeFi Dave (@defidave) on X The United Founders Group $UFG Thesis 🏛️ $UFG an onchain ETH treasury that pays you to hold via multiple revenue streams. It has the potential to be the $YFI of this cycle; it is truly novel in …
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Post #70 797
we are so back

bought more $IMD today, a week ago I thought the hooks narrative was wrapping up and Adam would ship the product too late when nobody cared anymore

but the market is behaving differently than I'm used to, and since hooks are still interesting to degens, IMD remains one of the best bets, where I'm betting primarily not on the product itself, but on Adam, who has been grinding on IMD for quite a while now
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Post #69 891
been on vacation for the last 6 days, so pretty much afk from the market

couple of updates:
• still holding FLAY
• sold half of my initial FWA position at ~$17m, I was too greedy so I traded it badly, but either way I farmed it for free
• bullish on Starcap

also was going through my tg followers recently, so many smarts have started following my channel
especially cool to see people I was reading myself back in the last bull run, ty everyone ♥️
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Post #68 1K
miguel notes https://x.com/NFTX_/status/2071956819312840993 interesting bought some $flay https://dexscreener.com/base/0xf3faf1aeff6064f3b2d235140b6ca80438076faf140092fc09f52b2e2d9ccb2b
I think FLAY could be much higher than Programmable

- they've been building with hooks for a long time
- they're good at this tech (https://x.com/Rhynotic/status/2082808022737228093?s=20)
- Flaunch acquired NFTX v4 and it's live = could be more NFT experiments with hooks = beta on FWA
- team could release some fun features for new launches soon (https://x.com/0xCaps/status/2082087933876613175)
- Cap promised to drop new experimental stuff soon
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Post #67 734
https://x.com/0xwives/status/2082617085012701236?s=46&t=LL6Ju5gbM8Pnnk1QkGb7bg

0x00000000000050806673b532d7486ac114c1de3f

sharing this a bit late, didn’t expect such a fast pump

holding it on Fomo
X (formerly Twitter) 0xWives (tech arc) ⭕️⭕️ (@0xWives) on X I just realized that I still hold this token so I will be reminding everyone of its existence and that it was one of the first groups building new stuff on univ4 along with unipeg and sato. IF…
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Post #65 667
I've never bagworked this hard

spin to win frens
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Post #64 653

Forwarded from leftys journal

really hoping fwa inspires other builders and we get a renaissance period for defi. defi summer felt like magic back in the day
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Post #62 618
miguel notes FWA looks good will most likely farm the whole season, ideally earning a couple % of total $FWA supply through a large number of small positions in the 0.04-0.09 ETH range also TTT finally started pumping — the more attention FWA attracts, the more people…
in current market conditions projects can't hold attention and liquidity for long.

every runner I remember from the past couple of months needed around 7-12 days from when they first gained momentum to when they hit ATH

that gives FWA about 9 more days. but considering all the past runners I've been watching were derivatives of old narratives, it was obviously hard for them to hold attention

so FWA might have more time, plus there are at least a few catalysts I wrote about on X 👀
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