Good morning.

Back to a full work week today.

ENS has grown a lot, LINK too, both of them I think still have a lot of prospects, in cross margin ZK/ADA/STRK have grown against us, it's normal, moreover by the growth of "their coins" we overtake them, honestly I think to get shorts on ZK and STRK, today ZRO has grown a lot, honestly it's expected, but I didn't want to take risks and make this trade, because imho on the distance the token is kind of complete garbage (although I didn't know much about LayerZero tokenomics, maybe I'm wrong).

Last year I played SmartCon 2023 perfectly, this year I don't think LINK has become less interesting, the team obviously "saves releases until the conference" as they did in previous years.

Lots more thoughts, but it's a 6 hour drive home and I'll get on it!