pepe
thesis:
-eth will do well on usd and btc pairs this bull
-there's still not a lot of great eth beta (in terms of rev. lots of extraction-era governance coins/etc)
one coin i don't want to be too early on - pepe/eth looks like shit right now
will rotate eth there once this line is reclaimed. been an early buyer of a lot (which isn't always +EV vs waiting for a trend/reclaim, unless you feel stuff in your plums)
in this case, happy to be patient and wait for things to develop a bit. in the meantime: just sitting on/buying eth dips with fresh cash slowly over the summer, preserving a good chunk for if there's a big stock/whatever pullback into the fall
