The play is to consolidate focus and capital in preparation for the next run up. There is a ton of opportunity in this market but you can’t catch every runner. Have a big picture framework, figure out where the R/R is the juiciest within it, and focus. I have 3 key thesis for the cycle that anchor my trading/allocation: 1️⃣ $SOL to $1000+: Solana will be recognized as the consumer chain. I expect it to continue to attract Web 2 builders and entrepreneurs. This is why I believe ICM/SOL Utility have a long way to go. Market structure bill is likely a tailwind. 2️⃣ $ETH to $15K: ETH is on its way to becoming the internet bond. Staking ETF is coming, ETH is deflationary, and institutional adoption will skyrocket with the yield component. I plan to catch solid bullish setups on ETH on HL. 3️⃣ HODLing LT plays (on ETH/Base): As bullish as I am on Solana, I still believe there is a ton of valuable projects on ETH & Base. It’s still the best ecosystems for LT holders. Market structure bill is likely a tailwind here too. Bullish for L1s, DeFi, and AI. For now, we wait. In the meantime, adjust our plans, routine, and focus based on what the market is giving us. Allocate accordingly. Prioritize plays with solid R/R & fundamentals. Don’t marry your bags. Printing time soon.