went overweight sol yesterday, bitminer seems to be slowing as the solana crime syndicate is gearing up for 1b+ of cash buying, also just feels like we speed run these games.
once sol runs, may try with mid caps in smaller size, but market rally likely over after sol puts in a big move.
plan going forward
ride ETH with Tom Jung Lee into the 5's, think ETH ultimately can get into the 6's, but a rotation into mid caps like LTC, AAVE, DOGE will be brewing after 5k
derisk when froth becomes apparent
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