# 38 - FOMO Fades as SOL's DCF Analysis Captures Attention

By [💯⚡️🧙‍♂️🪞](https://paragraph.com/@0x360e0f214cf6f9e917781083705a7f64cad03326) · 2024-07-19

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Yesterday, the buzz of DOT’s new website had me excited. However, this morning, a podcast on SOL’s DCF analysis shifted my focus. The analyst delivered a compelling bull case using on-chain data metrics:

*   Daily Active Users (DAU)
    
*   Fees
    
*   Stablecoin Use
    
*   TVL
    
*   Developer Activity
    

Intrigued, I delved deeper online, leading me to temporarily reconsider a full roll into DOT.

**Discipline Reigns Supreme: A Trader's Insights**

Another enlightening podcast featured a trader's interview. His approach resonated deeply:

*   **Discipline is paramount.**
    
*   **Maintain a healthy diet.** (lots of fiber and greens)
    
*   **Banish revenge trading.**
    
*   **Acknowledge mistakes and adapt.**
    
*   **Don't overthink.**
    

His timeframe is crucial: days, weeks, and possibly a month, not quarters or years.

**Taking the Plunge: A Leveraged Long**

Embracing this newfound discipline, I executed my first leveraged long position. I supplied Bitcoin (BTC) as collateral,borrowed a stablecoin, and used those funds to acquire more BTC. While a BTC/ETH pair crossed my mind, their tandem movement suggested minimal gain or loss potential. This trade will remain open throughout the weekend.

I leave two quote for today;

`policy, not politics drives the markets.`

`If its know its gonna happen then its not a black swan event`

[![]({{DOMAIN}}/editor/youtube/play.png)](https://www.youtube.com/watch?v=LnDWWKJOISY)

[https://open.spotify.com/episode/4Dsd2TgIC21YhkOFYAQI8M?si=8c19febb16be4414](https://open.spotify.com/episode/4Dsd2TgIC21YhkOFYAQI8M?si=8c19febb16be4414)

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*Originally published on [💯⚡️🧙‍♂️🪞](https://paragraph.com/@0x360e0f214cf6f9e917781083705a7f64cad03326/38-fomo-fades-as-sol-s-dcf-analysis-captures-attention)*
