Prediction evidence

In reply to · 3 Nov 2026, 14:30 UTC · context given to the AI

road to (hopefully) $35m | month 7 recap status: currently at $12.8m of $35m. down from $14.8m last month. the goal, for anyone new: documenting a run from $7m to $35m in spot crypto ($5m start, $1m added in june, $1m added in september), every position shown, the losses too. running tally: $7m in, $10.4m peak in may, below $7m over the summer, $14.8m at the end of september, october closes at $12.8m no changes to zcash position except for moving 2/3 of it into fomo. red month overall and my active meme chapter is over for now. last month i wrote that i shoved some meme chips in and it would either work or it wouldn't. well, it didn’t lol. i knew going in that memes weren't my game, tried it anyway with size, and got my answer. the one thing i did right was cutting it before it turned into tilt. one bigger win last month was strk, though i watched it nearly triple and come back a long way before i cut. wrote about that one already. so october was mostly a reset. back to what i'm actually decent at, which is regular alts with a narrative and a chart, held for months. that's what the whole run was built on before i wandered off into meme land. two new positions, both posted this week. about $500k of uniswap and about $1.6m of pump. the uni thesis is rwa and institutions landing on ethereum with uniswap as the venue. the pump thesis is own the casino, same revenue as hyperliquid at 1/10 of the valuation. no changes to the zcash position, but i moved two thirds of it onto fomo, so most of this port lives there now. where that leaves me: about 95% allocated. i kept a little back in case midterms or a delayed binance hack reaction give us a dump. it won't change much, it'll just make me feel better bidding lower if we get it. on the market... a dip from here doesn't mean we're going back to the lows, and it doesn't mean we go straight back to all time highs either. btc did 60 to 87 and now feels like it needs time to build a base under that. sitting on hands from here is the whole plan. if you're sidelined, either you buy around now or you buy the dip if it comes. my expectation is that within 12 months we're materially higher across the board and these prices look cheap. month seven done.