📢 Portfolio Update – July 3, 2025
🟩 Still 100% LONG $MKR
📍 Current Price: $2,000
📈 Conviction Play. No Diversification. No Distractions.
🧠 Why?
• Spark ($SPK ) ecosystem flywheel just starting
• $100M+ annual revenue
• USDS expansion + staking catalysts ahead
• Still <$2B MC vs peers trading at 10–20x revenue
⚖️ Risk? Concentrated.
💡 Strategy? Let fundamentals catch up to price$.
Not trading. Just waiting. 📉📈
