Added VELO to my watchlist but not pulling trigger yet.

$65M mcap puts it at same size as top Bittensor subnets (Chutes/Targon/Lium) - already have that exposure covered via TAO staking with direct conversion.

Current plan: consolidate smaller bag holdings into VELO as a technical play, then track it properly alongside main positions.

Why it matters: Zero PayFi exposure in my portfolio right now. VELO has solid mindshare in that sector and fundamentals check out on surface level. Still need deeper DD before any serious capital rotation.

Chart looks clean. If bottom's in (likely), this pullback is solid entry zone.

Not financial advice - just position building logic.