@curiosity0x

Day 130: Update on my $PUMP trade Put 8% of my NW. Sold 62% of the position at just under 2x. Letting the rest run a bit more. Execution felt solid on this one. There was a clear asymmetry between public information and how the crowd perceived it: 1. Buybacks + revenues are among the biggest in the ecosystem 2. The team became active and vocal again, which was the main issue post-TGE Most people stayed stuck in their first impression from post-TGE: hating $PUMP, mocking presale/TGE buyers, saying revenues were down only. Many, myself included, lost a lot back then. But the past is past. Actual data had to be seen with a fresh lens. Aped a bit early at first, then kept building the position as the thesis got confirmed. The only regret is not sizing enough. Easy to say afterwards, but even before the pump I thought 15% would have been more appropriate. Given the overall market and limited trust in the team, I was cautious. -> https://x.com/Curiosity0x/status/1962711731039580506 

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