i’ve been manually dcaing into light

my once small ico bag is now growing (dca+profits)

just feels very clear to me that this bet must be taken and it will likely be one of my last few bets this year as the curtains close

BREAKING: The US and European Union have reached a trade deal and release a joint statement outlining terms:

Tariffs:

1. US to impose 15% tariffs on most EU imports

2. US to lower auto tariffs once the EU passes matching tariff-cut legislation

3. From Sept 1, US will apply only MFN tariffs on EU aircraft/parts, generics, chemical precursors, and scarce natural resources

4. EU to eliminate tariffs on all US industrial goods and grant preferential access for US seafood/agriculture

Energy & Tech Purchases:

1. EU to buy $750B in US LNG, oil, and nuclear products

2. EU to purchase at least $40B in US AI chips

Investment & Cooperation:

1. EU firms to invest $600B in US strategic sectors by 2028

2. Both sides to negotiate rules of origin to ensure benefits remain bilateral

3. Exploring cooperation on steel and aluminum market protections

4. Joint commitment to tackle digital trade barriers; EU pledges not to adopt network usage fees

5. Considering measures for secure supply chains, including tariff-rate quota solutions
(@TheKobeissiLetter)

read this again

play it tight

as the market gets more selective, your chips are harder to get back

https://x.com/ceterispar1bus/status/1891153300180914419?=

MetaMask announced it will issue its native stablecoin, MetaMask USD (mUSD), which is planned to launch later this year on Ethereum and Linea. mUSD will be issued by Bridge, a Stripe-owned platform. MetaMask also plans for mUSD to be spendable via the MetaMask Card at Mastercard-accepting merchants by year-end. — link

this is a good read regarding the alignment of launchpads and users

https://x.com/kiddcryptoo/status/1958464484420297075?s=46&t=nluSw7cwYGx8zFxfoYi5Iw

culture change takes time, but its coming

is it a bit too late? maybe

the eventual winner is the one that aligns with the users

(trying not to spoil the piece)