Degen

I midcurved the short-term virtuals & luna trade.

Saw a tweet about a catchup trade of the other 2 early tokens to Luna when when virtuals was 40m, Luna 10ish the other 2 100k.

First impression:
- Luna made a good figure
- Docs ok
- Liquidity very shit (illiquid virtual; Luna & coo paired with that 💀)

I added all 4 assets to my pretty small Base watchlist because ai agents became the main topic and this was one of the first okayish base plays I saw. Then thought about pulling the trigger on Luna when it dipped to 5ish but didn’t want to just trade extra beta on virtual and be exit liquidity.

I think this setup will be dumpster fire soon (imagine Luna investors selling, then virtual investors or vice versa).

Should have recognized though that it made its way to Twitter influencers & made use of the illiquidity to the upside.

Still haven‘t really tried it but should prob do to see whether more AI agents are birthed (+ listings) and this can go even bigger without a dumpster fire soonish 😁

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