#bitcoin #bitcoinnashville2024: Carla & Walker kicking off Day 2 (Day 1 for General Admission peeps). Awesome energy.

Happy #easter everyone! Roses are from my yard, I have a bunch but these two red boys are standing tall & smelling sweet.

As we recognize that the current trend appears to be bullish, it's a chance for old bags to be let go. On a trial basis, I dumped 2 and flipped 'em to AI & gaming tokens which netted me an acceptable unrealized return in narratives deemed currently hot (AI & gaming). For mental health reasons too I was fed up seeing old tokens with nearly 90% losses as well - they still were in long-term dev cycles, though had released, that no one can tolerate, I gave them 3 years and there seemed no end in sight. Curious what peeps think of this bull cycle and what portfolio rotations you're looking forward to.

Cross-posting an observation puzzling me. $METAL ran hard, leaving $XPR & $LOAN in the dust, those latter 2 even moved *down* as $METAL rose. Imo, $METAL players not into the Metallicus eco or they'd sweep into entire infra. Then, after a ~2+ -day lag, $LOAN finished stubbing its toes (spelled right) by getting off its recent lows and $XPR healthily recovered. Did new $METAL peeps rotate into Metallicus infra once they looked under the hood? Or are these entirely new $XPR & $LOAN buyers.

I suggest the following:
- #fednow speculators bought $METAL
- recent rotation from $METAL to $XPR & $LOAN
- spec buyers based on announced MetalPay app enhancements (V3)

How $METAL holders benefit from $XPR & $LOAN transactions, and vice-versa, is beyond the casual $METAL spec buyer. I don't think that's a cautionary tale, so to speak, but an open question I would be curious about if I were a new naive $METAL investor. However what they all have in common is a spec on compliant adoption. $SNIPS (decentralized social media) and $STRX (decentralized "Amazon" could also benefit from this adoption wave as well. Finally, none of this is financial advice, do your own research. I picked up Proton assets in 2021 and remain engaged, lending, LP-ing, staked, and stoked.