Down 50%+ on the degen portfolio after two weeks offline.

Naively hoped the stock meme / casino narrative ( $PONS, $STONK, reward coins like $ZCAT etc) would at least hold valuations while I was away.

But revenue went down bad:

• StonkFun weekly revenue: $5.24M → $1.02M (-80%)

• Pons: $1.57M → $502k (-67%)

• ZCAT's two main pools: trading volume down ~66%

It's risky to hold on degen bags when you can't monitor them 24/7 since sentiment shifted on CT quickly.

The good news: tokenized stocks are actually fine: TVL on Solana and RH are stable-to-recovering

The only bad thing is volumes still down on both.

But if BTC & majors hold, I don't bury the idea that the degen bags can recover.

And the first thing to follow will be increase in volumes that will bring back LPs, better revenue and buybacks with it.