🥛 My degen portfolio revealed 💼

Welcome to the 12th version of the Degen PRO Report.

Twelve reports already?? Wild.

First off - thank you. We just crossed 10k subs on this newsletter, and whether you’ve been rocking with me since my first stream in April or just joined this week, I appreciate you.

This ride has been a reminder that no matter how long you’ve been in the game (I’ve been here 5+ years), you never stop learning.

Last month I got humbled - missed obvious plays right in front of me (Plasma, Punk Strategy, Aster) while chasing bottom-barrel gems and getting rinsed.

Classic mistake: I wasn’t betting on the fastest horse in a bull phase.

So I’m hitting reset: this week I traded very little.

For this report, instead of recent trades, I’m laying out what I am holding (with exit targets) and what I’m stalking for the next dip.

Because there’s always another ticker, another entry, or another dip to scoop, and a fresh approach is needed to properly lock in.

Let’s strap in.

🧠 VIBECHECK

Vibes are high. Bitcoin is ripping and everything else has a pulse again for “Uptober” (even dead tickers). Hell, even DegenPing is alive.

The golden rule here remains: sell into euphoria, but know the difference between a healthy pump and a pico top.

These next few weeks will be defining for the cycle. It’s only Day 3 of October, but Bitcoin’s direction will decide how far everything else can run.

For me, it’s about staying sharp - taking profit when it’s there, sticking to targets, and not letting violent candles shake the plan.

If you haven’t made it this cycle, swinging for a home run is not the right way to FOMO. If you’re sitting on gobs of profit, don’t be greedy and try to 3x your big take.

📚 WEEKLY RESEARCH

Airdrop farming strategy

The past two weeks I’ve written two airdrop guides - one for the broader eco, and one specific to HyperLiquid - and honestly, the sheer number of opportunities here is overwhelming.

This weekend my focus is simple: pick 3 apps I can grind properly and ignore the rest. I’d rather secure 3 meaningful airdrops than spread thin across 20 and end up with scraps.

Source: @moonoverlord

Base token farming

Base is one of the clearest farming targets this quarter, and there are plenty of easy ways to get exposure.

I’ve already mentioned minting a creator token on Zora (whose token is up big this week), but here are a few other multipliers I’m looking at:

Mint a Base Guild NFT: I grabbed one earlier - might need to do extras like claim a BaseName to qualify. I’ve got Guild NFTs for hundreds of apps already; not sure if they matter, but for a few bucks it’s low risk.
Stake $USDC on Avantis: $AVNT is down this week, like most perp DEXes, but it’s still Base’s flagship. Their stablecoin vaults offer monster APYs, and Kate laid out a solid strat here.
Follow Based Maxxin: Seems like the Base team launched a meme account that’s just roasting themselves. Honestly refreshing compared to their usual corporate vibe, and I can’t shake the feeling there’s hidden alpha in those posts.

Source: Guild

💼 DEGEN TRADES

Spot trades

🟢 $VIRUS: I’ve been watching this one for months, and it finally popped this and ran all the way to $36M. Virus is a viral crypto gaming company that just launched their new hit, AddictedFun (a game where you grow weed). I round-tripped a 50% win so far but still holding.
🟢 $PSWAP: This is a small cap in the Believe ecosystem on Solana; it's a prediction market aggregator, where news stories are launched in a feed and their related prediction markets are linked across Polymarket, Kalshi, and Limitless. Trading goes live very soon.

Uh-oh, the rest of this report is for Degen PRO and All Access Members only.

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