reply guys

since I have no followers here, I can experiment and share more stuff than I would on X

my current strat is to caste a wide net onchain and see what gets more momentum as cycle depeens

obv Base szn is here, I think aggressively getting exposure to Base memes in clear +EV

normie, briun, keycats, mfer my focus rn

I also think BTC L2s and Ordinals will outperform. Stacks (STX) has seen a big run up leading to halving, and their Nakamoto upgrade that greatly improves chain speed 

you can farm points of various protocols (Stacking DAO, BitFlow) pretty easy with not much capital. Underfarmed opportunities are worth exploring

Game of Blocks (GOBs) just launched last week, and is pretty interesting. Magic Eden can’t index all the data of the dynamic collection properly, making it difficult to list and buy properly. Friction creates value arbitrage. Lesson there

back to EVM…

Arbitrum projects have been woeful, even with the $ARB short term incentive program (STIP) stimmies to users

I still think Arbitrum has best DeFi ecosystem, and we’ll see a return to real yield projects getting bid again post fast money meme meta on other chains blow off top…question is when

Solana can’t be ignored, memes aside it deserves respect for community of builders and strong community 

I do think SOL exceeds at least $400 this cycle

I’m also messing around with Mantle, currently just PUFF

not sure what it is exactly…memefi?

but I don’t fade Jordi so I simply bid and stake

and lastly Degen chain is early and very bare bones, generally a good thing

depe my primary hold rn

I think DEGEN could do a 10x if meme szn there really takes off, and it being the base pair for all the pools

cheers.

in terms of Ordinals, I’ve got a NodeMonke since that seems to be a solid blue chip that could be safe harbor of value and see a nice run further. Goal here is to earn more BTC due to asset appreciation, and earn more USD due to underlying increase in BTC/USD