SEED Holdings Report #36

Sorry for the delay in this report. Family (and especially my 9-year-old nephew) made it a bit more difficult to concentrate on writing. On the other hand, disconnecting from markets and spending quality time with family it's always great, so why not?

Holdings for this week remain the same, I'm just waiting and chilling. DAO Maker is doing a lot of changes lately, including the addition of 2 new levels (one of them above us) and overall changes on how the presales are going to be managed. Still waiting to see them implemented but I'm motivated in this respect.

The most remarkable move is that $ SUZUME (one of the last entries) made a x7,5 since our entry. It was a small position of 200$ which has turned into 1500$ at the time of writing, but everything adds up in the long term so I'll take that any day of the week.

I'll keep holding that for a while presumably. There's still a fair degree of upside and the most difficult part (turning 100$ into 1000$) was accomplished.

Regarding the overall portfolio, we keep stabilizing around the mid 100K's range, which is great news. If in the end this is the bottom of the bear market (and we just dance around for a couple of years) we will have plenty of time to prepare for the next bull market in 2025. In this case slow beats the game.

From a macro point of view last week's price action was ugly IMHO (and I'm falling short), the 'Best case scenario' is uncertain and ranging as it should. Strange times with markets pumping ahead of the notice of a 'slightly' less inflation announcement than expected. +8% inflation on the dollar is no joke at all (indeed incredible to see the EUR below the USD; the first time that I see this happening in my entire life).

I'm positioned to profit from both scenarios, and I encourage you to do the same.