Home Creators Posts Import Register Favorites Logout
haven't archived this post yet. have a subscription? use the importer!

Content

My goals are not your goals, I had a small position in SUI as a teeny hedge against SOL but SOL has run off into the distance and the shine has come off SUI... as I said it would.... it is no SOL.

However, what is unusual SEI - almost the twin of SUI has crushed it on my fundamental analysis. All this data is available to you on the SCP Profiler https://www.investanswers.io/product/scp-profiler

MY TRADE

I sold my SUI at $2.86 - rem a small position and rolled it all into SEI at $0.159

Let me explain my Reasons

Activity on SUI has tanked and activity on SEI has exploded.

DAUs on SUI has tanked, DAUs on SEI has exploded.

Why do I care?

Well when you look at relative market caps... SEI trades at 9% the market cap of SUI.

My background is ARBITRAGE and this is an ARB oppty... SEI if it gets a proper valuation ie market cap of SUI it should 11x from here.

SEI on ATR

Down under level 1 aka beat to hell.

SEI/SUI pair chart down 93% -

again SUI very overhyped by people like friends of the channel RP and Marty.

I LOOK AT DATA - nothing else.

Files

Previews only

Comments

WoodFiredStove

Cha hoed my entire SUI for SEI. Letsgooo James. My taxman is not going to be very happy 😜

LebZeppelin

20% up since this call. No leverage. Woohoo!

supersailorman

Thank you James and IA team. Up 36% and in at $0.16. It has been ~3 days.