Ok I'll use Arena for my trade journal for a bit.
*CORE PORTFOLIO*
1. AVAX
2. BTC
3. GGP
4. STEAK
5. SOL
6. PHAR
I'm mostly allocated to memes atm (lol) - by a ratio of like 3:1 to my 'core portfolio'
*MEME PORTFOLIO*
1. Chillguy (like 96% of the portfolio)
2. ai16z - AI agent OS / DAO
3. Wifejak
4. FXN - first AI swarms
I make a lot of $1,000-$2,000 punts on smaller cap memes, which I guess I'll send in my ticket holder chat. In general I'll share token alpha there and answer any questions.
Kinda goes without saying, but in general everything I say here is separate from my fund portfolio (x.com/thirdearthcap).