the trading book changes way too often, i don't bother with updates like i try to do with the investment portfolio every once in a while
but here's my book in this current moment just for the hell of it (not in any particular order): ETH, BTC, PUMP, BTBT, MTPLF, UPXI, SBET, MSTR, Long ETH - Short XRP
my spot eth and btc are basically interchangeable with the treasury companies as i trade in and out of them
swapped KMNO for MPLX
1) the new genesis product is interesting
2) token creation [and trading] is solana's MO. ancillary defi, not as much.
3) both tokens have the protocol revenue story tailwind
4) Though both are sector leaders, Metaplex feels like more of a monopoly operating in a league of its own. now its coming after the prevailing "narrative" (i guess you could say) in the solana ecosystem - the pump story, fair token launches (but safer and with more customizability)
the genesis launch was obviously front run by people with insider info but idc b/c the price is still good
i've owned mplx before. it's one of the sleepiest tokens i've ever seen. i got tired of it doing nothing for so long for reasons i was not aware of.
i'm hoping this finally wakes it up a bit.
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