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memes4airdrop
@wake
oh hai. sold some tokens. bought some others. reduced /replyguys holdings by half and picked up /art, /dogs, @ds8 (increase), @midnightmarauder.eth, @milibooo, @ramsey, @burrrrrberry, and @himmy.eth 🎩🌹 current tvl is 12.3m Ⓜ️ // current value is 19.4m Ⓜ️
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Niko
@nikomfer.eth
great user picks! why offload replyguys?
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memes4airdrop
@wake
https://warpcast.com/wake.eth/0xdb718e19
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Niko
@nikomfer.eth
the only channels safe from these changes are the ones with active owners, who preferably have skin in the game as well.
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memes4airdrop
@wake
the channels we care about are well managed and well curated. we care about those channels because they don't suck because they're well managed. channels with poor leadership will fade into the background.
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Niko
@nikomfer.eth
the poorly run ones are already on borrowed time. your trades today reflect the sentiment. it makes more sense to invest in the people behind said channels.
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memes4airdrop
@wake
i'm disinclined to invest in channels /until/ they're decentralized /unless/ those channels have very strong leaders with clear agendas. until then, my bias is towards the more onchain farcaster entities: users.
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Niko
@nikomfer.eth
/success is one that comes to mind. i'll have to dive into your trades today to find other strongly lead channels
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memes4airdrop
@wake
current channel holdings and returns
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Niko
@nikomfer.eth
shit, i need to pick up memes. jonny will never let that channel die.
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memes4airdrop
@wake
pretty much my reasoning, yeah. that's his baby and he knows how to handle these changes with grace. high confidence in /memes.
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