> 63% parked in stables

> 15% already in $pump

> 12% dead-weight $eth

>6.5% riding $kaito points

> rest spread in dust

i’m not here to clip +20 % while btc can sneeze me -70%

i’m here for the 2021 rerun: public sales every week, 50-100x on day-one vouchers

so until that window opens:

• stables stay stables – dry powder for the first legit sale

• $eth sleeps until we get the staking etf headline. if it pops i rotate, if not it just sits

• next ticket i’m eyeing → $met (@MeteoraAG ) if the raise is fair. @LineaBuild sale right after if they copy arbitrum playbook

• no romance with mid-caps. either triple digit roi or i skip

simple rule: if the fdv at ico means a 2× move needs 3 billion of new money, i’m out

i’d rather earn zero in usdc than chase +20 % and pray btc doesn’t cough

wake me when the sale calendar looks like q1-21 again