Black Friday is here.
Instead of buying useless materialistic things to impress people you don’t even like, go buy some shitcoins ahah
In this email you’ll find a potential shopping list :)
Enjoy the read:
Countless hours of research led to this: MY UPDATED CRYPTO PORTFOLIO
No shitcoins.
No bullshit.
No hopium.
No paid shills.
Just a lineup of projects destined to shine in the upcoming bull-run.
Hold up!
Before I reveal my portfolio, check out this picture.
Here are the criteria I use to spot a valuable investment opportunity.
Ask yourself these questions on repeat.
The market is insane.
Conditions never stay the same.
DISCLAIMER #1:
I'm 27 years old, and my risk tolerance is extremely high.
I specifically designed this portfolio for my own unique needs and goals.
Don't just blindly copy it.
Our life situations might be extremely different, so this portfolio may not work for you.
DISCLAIMER #2:
I hold zero $BTC and zero $ETH.
Why?
Because, as I said above, my risk tolerance is really high.
I'm not here to 2x/3x my portfolio.
I'm aiming for more than that, and I'm okay with the risks associated with my aggressive strategy.
DISCLAIMER #3:
I removed three projects from my old portfolio.
I still believe they will perform extremely well in the upcoming bull season.
I'm still a fan.
But I'm here to make money.
So I simply allocated it towards brand new projects that I think will be 'faster horses'.
DISCLAIMER #4
I currently hold 12 coins.
Too many? Maybe.
However, I have decided to play multiple narratives simultaneously.
I believe it's a winning strategy.
It all depends on how you play your cards (more on my plans in a future thread).
Last thing:
I won't share coins based on the current market cap, but rather from my biggest holding to the lowest (in %).
Those percentages change every day due to market volatility.
In this thread, you'll just see a snapshot of today's situation.
P.S.
Compared to the twitter thread you might have already seen, here you’ll also find the exact percentages of my portfolio divided in every single coin.
Now, let's begin:
Quant Network - $QNT
Narrative: Interoperability
Current portfolio % : 43.6%
"Our technology connects legacy systems, new applications, and tokenised assets to transform a wide variety of business areas".
@rendernetwork - $RNDR
Narrative: AI
Current portfolio % : 12.65%
The Render Network is the first decentralized GPU rendering platform, empowering artists to scale GPU rendering work on-demand to high performance GPU Nodes around the world.
@galileoprotocol - $LEOX
Narrative: RWA
Current portfolio % : 10%
Galileo Protocol is redefining the future of luxury asset tokenisation by creating pNFTs, which are NFTs linked to physical assets.
(I'm an advisor for them since the inception. Love their vision!)
@allianceblock - $NXRA
Narrative: RWA - TRADFI/DEFI
Current portfolio % : 8%
"Infrastructure for decentralized tokenized markets.
AllianceBlock empowers businesses to tokenize assets and compliantly issue, manage and trade in an inclusive financial ecosystem".
@MNWSupplyChain - $MNW
Narrative: Supply Chain
Current portfolio % : 5%
"Morpheus Network was built to make logistics easier using blockchain technology. Combining the most brilliant minds in global trade, information security, blockchain, and AI".
@atorprotocol - $ATOR
Narrative: Privacy
Current portfolio % : 3%
ATOR empowers decentralized internet relay operators through on-chain rewards, and facilitates wider provision of open and anonymous protocols through hardware.
@WasderGG - $WAS
Narrative: Gaming
Current portfolio % : 3%
Wasder gathers communities around play as a meaningful tool for social participation and self discovery. Web3 enabled. Future proof. In your pocket.
@triaslab - $TRIAS
Narrative: L0-L1
Current portfolio % : 3%
Trustworthy and Reliable Intelligent Autonomous Systems, an all-platform-supported native-application-compatible smart contract execution platform, development framework and collaborating ecosystem.
@autonolas - $OLAS
Narrative: AI
Current portfolio % : 2.7%
"The unified network for off-chain services, e.g. automation, relayers and co-owned AI. Coordinated by OLAS, powered by autonomous agents".
@dimitratech - $DMTR
Narrative: AI - RWA - Agritech
Current portfolio % : 2.5%
"Data Driven Farming
Increase Yield. Reduce Cost. Mitigate Risk".
@Casper_Network - $CSPR
Narrative: L1
Current portfolio % : 2.5%
"Casper is a powerful, public smart contract platform empowering creators, communities, and businesses to connect with integrity and trust".
@RokoNetwork - $ROKO
Narrative: AI
Current portfolio % : 2.5%
Roko Network is pioneering a decentralized digital AI economy, integrating robotics and IoT devices seamlessly.
@RevestFinance - $RVST
Narrative: RWA
Current portfolio % : 2.5%
"We are bringing institutional capital into Defi by leveraging fixed-income RWA assets.
No principal downside risk. Full compliance".
Here's the pie chart of my portfolio.
I decided not to put STABLECOINS in the equation but, be aware that I still hold a good amount of stables to deploy if the market goes lower.
One of the key rules in Crypto: NEVER BE ALL IN
As you can see roughly 40% of my portfolio is in $QNT
I treat it like most people treat $BTC
I see it as an extremely safe asymmetrical bet.
It's my insurance in the Crypto world.
The other 60% is in "riskier coins" cause I'm playing the game aggressively.
Another thing you can notice is that my portfolio is diversified in many different narratives.
Interoperability
Supply Chain
Privacy
Gaming
RWA
AI
Just to name a few.
I like this approach because it allows you to add an extra layer of balance to your portfolio.
My strategy at the moment is to sit and watch.
As I said many times, I think the Crypto market will move towards new highs soon.
I want to ride the whole move.
It’s not a bear market anymore, where you lock in profits as soon as you make them.
You have to change your approach.
Let the positions run for a while (my humble opinion).
You probably also noticed that I removed $DAG, $EWT & $SAITO from my portfolio.
As I said above, I still like them all.
They have enormous potential going forward.
I simply think that the new projects I added will make me reach my end goal faster.
I'm just here to make money.
Hope some of the coins I shared will help you change your life in the months and years to come.
LAST THING:
I repeat that this thread isn't intended to be financial advice.
I designed this portfolio based on my own unique needs, don't just blindly copy it.
DYOR
If you want to buy some of the coins I mentioned and support me at the same time, here are the links of my two favourite exchanges.
Both a must have to be prepared for the upcoming bullrun.
Both sign up processes won’t require more than 3 minutes.
Thanks for the support!
What is your average buying price for each Coin...specially Roko, Olas, Leox, and RVSt?????
If this is an aggressive portfolio I guess mine should be called degen god portfolio. I have nothing above 30m MC