Trimming Big Winners, Major Policy Victory, and a Potential Catalyst on Deck

Discussed in today's video:

Strategy Updates: Took profits on SBET (4x gain) and BONK (~75% short-term rally). Removed Jito due to overhang from unlocks. Maintained HNT ahead of its August 1st halving as usage grows. AERO looks undervalued and offers an attractive opportunity. Views on Majors: Continue to favor ETH and SOL over BTC. This is supported by favorable macro backdrop and capital rotation. Policy Developments: GENIUS Act and Clarity Act passed the House, with GENIUS signed into law. This marks the first major U.S. crypto legislation and represents a significant long-ter...