Heading to Southeast Asia tomorrow for a 2-week trip
will try to stay mostly offline and focus on anything except web3

Quick tldr on my main bags

$CODY — the theses I described earlier are still valid

$ATTN — the theses I described earlier are also still valid
The only major risk here is that the founder might not tweet detailed info in the next couple of days about the roadmap, product progress, infra, and new hires (https://www.attn.markets/jobs/founding-protocol-engineer, check compensation)
Right now attention around the project is completely dead, which is probably caused by a series of giveaway tweets, while followers were expecting explanations

$FDRY — I sold at $1.2m and decided to re-enter at $600k
The team continues working on the product. And most importantly, they’re doing quite a lot of work with vcs/users/companies from web2. This could become a strong case if they join Street, which seems quite likely