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 Paid Network $PAID to our Trading Portfolio today.
https://twitter.com/CryptoCalibur/status/1736877318075974118
https://twitter.com/CryptoCalibur/status/1736877318075974118
Forwarded from Quentin
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.
👇
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.
—
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.
👇
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 added more Paid Network $PAID to our existing position in the trading portfolio.
Forwarded from Quentin
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.
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.
Forwarded from Quentin
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.
—-
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.
Forwarded from Quentin
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.
👇
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.
👇
We added Picasso $PICA to our Trading Portfolio today.
https://twitter.com/CryptoCalibur/status/1755981004504977753?t=RoUWyPC_z6_bnqjwX8vKgA&s=19
https://twitter.com/CryptoCalibur/status/1755981004504977753?t=RoUWyPC_z6_bnqjwX8vKgA&s=19
X (formerly Twitter)
CryptoCaliburResearch (@CryptoCalibur) on X
We added Picasso $PICA to our Trading Portfolio today.
Learn about the reasons and discuss FA topics in our Telegram chat: https://t.co/gpPa9BzxF7
Learn about the reasons and discuss FA topics in our Telegram chat: https://t.co/gpPa9BzxF7
Forwarded from Quentin
CC Investment Portfolio Rebalancing Alert: $RNDR
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At the current price ($4.890) we are selling 11,692.9439 Render ($RNDR) tokens for USDx stable.
This is a rebalancing move, nothing more.
We are all still fans of the project, and many of us hodl it. But in the CC Investment Portfolio, RNDR has grown into an outsized position. From bear market lows it has already made an 11x, and is floating shortly under all time high levels.
For now, the portfolio will continue to hold 40,000 tokens.
Full portfolio update forthcoming.
—
At the current price ($4.890) we are selling 11,692.9439 Render ($RNDR) tokens for USDx stable.
This is a rebalancing move, nothing more.
We are all still fans of the project, and many of us hodl it. But in the CC Investment Portfolio, RNDR has grown into an outsized position. From bear market lows it has already made an 11x, and is floating shortly under all time high levels.
For now, the portfolio will continue to hold 40,000 tokens.
Full portfolio update forthcoming.
❤1
Forwarded from Quentin
Transaction:
Render ($RNDR)
bought 8-Jul-20 @ $0.0774
sold 13-Feb-24 @ $4.8900
11,692.9439 tokens
Sale Total : $57,178.50
Render ($RNDR)
bought 8-Jul-20 @ $0.0774
sold 13-Feb-24 @ $4.8900
11,692.9439 tokens
Sale Total : $57,178.50