We added Good Entry $GOOD to our Portfolio 2 today.

Join our Telegram chat to discuss token fundamentals and learn more about our picks (link in our bio)

https://twitter.com/CryptoCalibur/status/1734916741934006668?t=_uEhTC0Bb-5n2iHoOHxqLA&s=19

We bought the dip today on RociFi $ROCI

Although we had already a sizeable position, we think it is one of the best risk/reward ratios out there currently.

RociFi is backed among others by Signum Capital Arrington Capital and got a Marketcap of just ~2M

Reading their documentation is recommended, good stuff.

https://twitter.com/CryptoCalibur/status/1734920331780133148?t=aqFX-4X-EP88YzCoPlB5WA&s=19

CC Investment Portfolio Update
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:: New Trade Alert ::
We are adding $5k of DOGE here, at 0.094 per token

Reason?
1) OG meme coin, trades up in every bull cycle
2) That doge is cute af
3) 1 DOGE is always 1 DOGE

Leaving room to cost average more tokens later, if it looks appropriate.

Also, please note the new name for this portfolio: CC Investment Portfolio
To clarify the strict difference between this one and Phil's CC Trading Portfolio now in action

We decreased our $BONK position by roughly 70% and will potentially add again during dips. We assume the current spike due to Binance and Coinbase listing $BONK will retrace.

We added more $BLZE (FA) on #Solana to our Trading Portfolio.

We added Paid Network $PAID to our Trading Portfolio today.

https://twitter.com/CryptoCalibur/status/1736877318075974118

CC Investment Portfolio Buy Alert
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As announced a few hours ago, we have put some of our Investment Portfolio cash to work and made the additions below. Two new entries, and two more tranches on existing holdings.
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AXL = $20k USD
EGLD = $10k USD
DYDX = $5k USD
PAPER = $2.5k USD

We have also categorized 4 of our older assets as "Hold To Sell". There's no rush, but we'll be watching the market for a more favorable exit on each these holdings. They could be removed at any time.

We closed the $MYTH position in the Trading Portfolio today completely.

We added more Paid Network $PAID to our existing position in the trading portfolio.

Head's up... we are adding a 2nd $5k tranche of DOGE right HERE... at a price of 0.08201.
Full CC Investment Portfolio update to follow.

We closed the $GOOD ENTRY position in the Trading Portfolio today completely and cut losses. The tokenomics combined with the farming seem to be an endless downwards spiral.

CC Investment Portfolio Mini Update
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Hey, just a heads up here. We are dollar cost averaging funds into 2 of our existing CC Investment Portfolio holdings, Solana and Uniswap.
We will add $5k to each at market close (in a few minutes) today. Then we'll at 3 more $5k tranches on the 15th closing price of February, March, and April.
We're looking at a few new picks too. Not ready to release anything on those just yet, but hopefully soon.
More details in a bit.

Ok, here is the updated CC Investment Portfolio with the 2 tranches added, $5k each for SOL and UNI.
Here's our thinking on these two purchases.

Solana
The argument for SOL is very simple. It has graduated to a crypto top tier, achieving the network effects of Devs, Users, and Investors to trend more like BTC and ETH going forward.

UniSwap
UNI hooks are a likely to be a game-changer, causing the dApp to leach more TVL from other DeFi apps. Plus UniswapX is intents-based and will soon be cross-chain. These are new features, enhancing the most dominant DEX toward more of the same. Technically speaking, UNI has held mostly to a basing zone in price, offering bear market value longer than many others. Coinbase SEC litigation is likely to affect USA based crypto projects, and recent arguments seem to show a strong position there for at least partial win. If so, it's likely to remove uncertainty on many other large scale projects.

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