Looking back at the tips from the AI assistant: There were two narratives I got tips on but didn’t act on; one narrative I acted on in the morning. The two narratives I didn’t act on: 1️⃣ On January 8th, a hot token summary about the ZEC event mentioned a possible rotation and clearly outlined an alternative narrative for XMR. I didn’t dive deeper into it, and later XMR pumped 70%-80%. 2️⃣ After BN got listed, I observed the group chat summary. The overall sentiment towards BSC and BN was very negative, but this token from Binance kept raising its bottom price, showing clear signs of market-making. I didn’t pay enough attention to this structural difference. The one narrative I acted on: 1️⃣ A few days ago, the Trump group stirred things up. The group chat morning briefing clearly pointed out a piece of insider info, and I referenced this hot token summary. 2️⃣ I thought about the opportunity with DOLO here—it’s essentially the lowest market cap token within the Trump group (carrying some meme attributes) and could potentially benefit from collaboration that brings actual fundamental improvements (TVL/income with DeFi attributes). 3️⃣ Based on this thought process, I opened a $300K position in DOLO in the morning, roughly 1% of its market cap. Currently, there’s about a 10% unrealized gain. This is a short-term trade and could be exited at any time. The current market is relatively risk-on, so it’s worth paying more attention to these thesis-driven opportunities.