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

**Published by:** [💯⚡️🧙‍♂️🪞](https://paragraph.com/@0x360e0f214cf6f9e917781083705a7f64cad03326/)
**Published on:** 2024-07-19
**URL:** https://paragraph.com/@0x360e0f214cf6f9e917781083705a7f64cad03326/38-fomo-fades-as-sol-s-dcf-analysis-captures-attention

## Content

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)FeesStablecoin UseTVLDeveloper ActivityIntrigued, 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 https://open.spotify.com/episode/4Dsd2TgIC21YhkOFYAQI8M?si=8c19febb16be4414

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