Okay heres my thesis on the market rn:

- local bot is either today or tmr, so its time to buy
- alts which will see reversal soon: Sol and Hype
- alts which will keep running: sui
- memes: cats r coming back, justice for tiktok narrative potentially
- ai: mid caps will run, most small projs w no substance/users will die, swarm + defai narrative will takeover, potentially those which ran to 30m and dumped but held 1m-3m range will probs recover if they have good usage/marketing
- gaming: potentially new narrative soon, need to find a good one to ape
- abstract launching might cause another nft run soon
- jup drop + trump inauguration = up only soon

My plan: 
I can’t seem to get footing on which ai projects will take off. Heading to NY to meet some teams and see what people r building. Will report back

In the meantime I will:
1. Rotate out of sol, and consolidate to my top conviction bags: giga & griffain (I still love sol but want to increase my risk) keeping a little sol for trading ofc and bidding new bags 
2. Bought a little sui on spot a few days ago, might pick up more 
3. Debating on buying hype here, seems like good entry as its lower than prev ath, hype feels riskier than sui due to decentralization issues imo but i still think it has room to run, just dont want to buy too many coins, rather consolidate
4. Holding 3 Meme moonbags: justice for tiktok, oiiaoiia (picking up more on this dip), GG + MLG (already bought mlg but got late entry, hedging that by buying GG)
5. As Griffain goes down today im opening longs at different levels, have one 5x open at 345. Will open another here at 320. If griffain goes below 300 im opening a 20x 

Ofc still holding a ton of dust and moonbags, never sell ur dust🤣

Lets see how this goes🤔 (im scared)