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.

👇

We added Picasso $PICA to our Trading Portfolio today. 

https://twitter.com/CryptoCalibur/status/1755981004504977753?t=RoUWyPC_z6_bnqjwX8vKgA&s=19

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.

Transaction:
Render ($RNDR)
bought 8-Jul-20 @ $0.0774
sold 13-Feb-24 @ $4.8900
11,692.9439 tokens
Sale Total : $57,178.50

CC Investment Portfolio Update
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We have added $5k tranche number 2 of 4 of SOL and UNI as of the today's closing tick.
We will do this again on March 15th and April 15th.

Here's the full portfolio as it stands today.

CC Investment Portfolio Update
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Buy : Starknet (STRK)
Price : $1.86
Amount : $10,000 USD (5376.34 tokens)

This is an initial position purchase.
We will add $5k USD more on both March 15th and April 15th, for a total allocation of $20k.

CC Trading Portfolio Update

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We sold half of our $BONK and $JITO position and added a new position of BonkEarn $BERN today.

CC Investment Portfolio Update
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Sell : 4000 tokens of Render (RNDR)
Timing : Immediate
Price : $9.75

This is 10% of our current holding. Everyone still love the project, but AI hype is a bit over the top and we're lightening.
Full portfolio update will follow shortly.

CC Trade Portfolio update: We added 1 Lil Pudgy NFT and hold 4 in total now.

CC Investment Portfolio Update
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At close of market yesterday, we continued dollar cost averaging into SOL, UNI, and STRK.
We placed $5000 in each, at the following prices.

SOL : $183.95
UNI : $13.053
STRK : $2.197

We have one more $5k tranche for these projects, scheduled for April 15th.