$AR – Fully Closed Position

After careful evaluation and long-term participation, I have decided to fully liquidate my asset $AR (Arweave) effective February 11.

This decision is not an emotional reaction — it is a strategic decision.

As a significant investor, I have always believed in Arweave's long-term vision of permanent decentralized storage. That concept remains strong. However, over time, the gap between expectations and execution has become hard to ignore.

Recent developments, ecosystem dynamics, and the overall market position no longer align with my capital allocation strategy. In fast-moving markets, opportunity cost is as important as unrealized losses.

Capital must flow to where the strongest convictions lie.

At this stage, I no longer see the risk profile relative to the reward justifying continued exposure. Rather than holding out of hope, I have chosen to reallocate into assets with clearer growth factors and stronger structural momentum.

This decision does not mean that the technology has no future.

It simply means that it no longer fits my portfolio hypothesis.

Wishing the Arweave team and community all the best in the future.