Been awhile since I've reoptimized my port and imo its still far from ready ..
Portfolio [23/10/23] (in descending order)
BTC
ETH
LINK - oracle
KOMPETE - gamefi
HMX - perpdex
SOL - hated koin, alt-L1
UNIBOT - tg bot
RLB - gamblefi
BASED - intents
BITCOIN - meme
not inclusive of my trading/short-term bags. most of these coins I've already talked about them sufficiently here.
BTC, ETH, LINK - self explanatory, continue dca-ing
KOMPETE - was initially a moonbag allocation but the pump increased its size in my port, might dca
HMX - mostly holding the free airdrop allocation (still vesting), a risk free hold
SOL - hated koin, hated rally. used it for awhile and was quite sold on the speed and smoothness also. community is the greatest moat in web3.
UNIBOT, RLB - looking to increase these as I feel underexposed to them
BASED - my thesis on basedmarkets isn't as strong anymore with intentX's imminent launch. might rotate or cut loss. depending.
BITCOIN - jeeted my initial capital, but want back more exposure
overall, having a small port, i'm trying to take on more risks to do more multiples. the next 100x is probably still in development, many more opportunities will come in time. for now, won't fade etf approval and btc dominance. profits can be rotated into alts in the later stages. also, good to categorise your port to ensure there aren't too many overlapping projects too. good post from lawliette on this -> https://x.com/0xLawliette/status/1715436434289762420?s=20
blz shill me more gems on twitter @dpycm
Portfolio [23/10/23] (in descending order)
BTC
ETH
LINK - oracle
KOMPETE - gamefi
HMX - perpdex
SOL - hated koin, alt-L1
UNIBOT - tg bot
RLB - gamblefi
BASED - intents
BITCOIN - meme
not inclusive of my trading/short-term bags. most of these coins I've already talked about them sufficiently here.
BTC, ETH, LINK - self explanatory, continue dca-ing
KOMPETE - was initially a moonbag allocation but the pump increased its size in my port, might dca
HMX - mostly holding the free airdrop allocation (still vesting), a risk free hold
SOL - hated koin, hated rally. used it for awhile and was quite sold on the speed and smoothness also. community is the greatest moat in web3.
UNIBOT, RLB - looking to increase these as I feel underexposed to them
BASED - my thesis on basedmarkets isn't as strong anymore with intentX's imminent launch. might rotate or cut loss. depending.
BITCOIN - jeeted my initial capital, but want back more exposure
overall, having a small port, i'm trying to take on more risks to do more multiples. the next 100x is probably still in development, many more opportunities will come in time. for now, won't fade etf approval and btc dominance. profits can be rotated into alts in the later stages. also, good to categorise your port to ensure there aren't too many overlapping projects too. good post from lawliette on this -> https://x.com/0xLawliette/status/1715436434289762420?s=20
blz shill me more gems on twitter @dpycm
X (formerly Twitter)
L (@0xLawliette) on X
one of the biggest things I overlooked when starting out crypto was categorizing my positions
too often people buy multiple coins falling under the same umbrella, thinking they are "diversifying" but in reality just overexposing themselves to the same market…
too often people buy multiple coins falling under the same umbrella, thinking they are "diversifying" but in reality just overexposing themselves to the same market…
as bad as friendtech looks rn, tvl is still pretty stable
most people seem tired of chasing SoFi forks and have moved on to trading the markets
the next narrative for nov is building up and a good guess would be gamblefi, triggered by $SHFL
a fat enough airdrop from shuffle will inject extra liquidity into the markets, spurring more movements
RLB, DMT, SHFL, WINR, REKT (?)
ride the rising tides
https://x.com/DigitsCapital/status/1716303736669388921?t=GW4KRZZ-ZoLq7V3wlrojBw&s=35
most people seem tired of chasing SoFi forks and have moved on to trading the markets
the next narrative for nov is building up and a good guess would be gamblefi, triggered by $SHFL
a fat enough airdrop from shuffle will inject extra liquidity into the markets, spurring more movements
RLB, DMT, SHFL, WINR, REKT (?)
ride the rising tides
https://x.com/DigitsCapital/status/1716303736669388921?t=GW4KRZZ-ZoLq7V3wlrojBw&s=35
Blackrock will be seeding in October
seeding is the purchasing of large amounts of the asset in preparation of the spot ETF
this is done usually when the firm believes that the green light is coming soon
tldr; Blackrock bidding
https://x.com/ericbalchunas/status/1716487573588070728?s=46&t=US8hdKu5FCAqApEd0gFyVQ
seeding is the purchasing of large amounts of the asset in preparation of the spot ETF
this is done usually when the firm believes that the green light is coming soon
tldr; Blackrock bidding
https://x.com/ericbalchunas/status/1716487573588070728?s=46&t=US8hdKu5FCAqApEd0gFyVQ
X (formerly Twitter)
Eric Balchunas on X
BlackRock stating in their recent spot Bitcoin ETF amendment that they are seeding the ETF in October. Don’t want to read that much into it but it is new info not in original filing so noteworthy (esp bc they BlackRock). Great catch by Scott.
👍2
Crypto Mumbles
okay plan stays the same the approval was false news imo market manipulation to clear perma shorts above 29k before the proper move down (well played tbh) price action was quite in line with what i had in mind also -> one last final pump before finally…
wrong on this
plans changed
my view of the market has always been simple
below 30k = bear
above 32k = bull
flipped a bit late but i prefer more confirmations
here on out it’s long and max bidding pullbacks
we’re close to the bull and normies will begin flowing in soon
glad to have you here 🤝🏼
plans changed
my view of the market has always been simple
below 30k = bear
above 32k = bull
flipped a bit late but i prefer more confirmations
here on out it’s long and max bidding pullbacks
we’re close to the bull and normies will begin flowing in soon
glad to have you here 🤝🏼
👍4🤝2
cant find the thread, but as we transition to the bull market, it is important that we cleanse ourselves of the bear market ptsd as well
the thread was on how to make generational wealth:
1. long a pull back
2. add to position when trade runs up
3. shift SL to entry
4. hold & repeat steps 2&3
you will probably get stopped out most times, but one big trade will be enough to be a kingmaker
else, start to loosen your hand and let winners run instead of keeping it tight at 2x for example
narratives will push higher for longer than what they do rn
maximise what this cycle gives to minimise future regrets
the thread was on how to make generational wealth:
1. long a pull back
2. add to position when trade runs up
3. shift SL to entry
4. hold & repeat steps 2&3
you will probably get stopped out most times, but one big trade will be enough to be a kingmaker
else, start to loosen your hand and let winners run instead of keeping it tight at 2x for example
narratives will push higher for longer than what they do rn
maximise what this cycle gives to minimise future regrets
in time it’s gonna be 10x harder to keep up w market happenings and alpha because there’ll be so many things going on in diff verticals
to prep for the cycle, looking to create a small group to source alpha and make bank together
more crypto frens
requirements are just to be active and make sure to contribute
if you’ll be actively trading/keeping up w the market in the coming months and you’re keen, reach me @dpycm
to prep for the cycle, looking to create a small group to source alpha and make bank together
more crypto frens
requirements are just to be active and make sure to contribute
if you’ll be actively trading/keeping up w the market in the coming months and you’re keen, reach me @dpycm
"There are decades when nothing happens, and there are weeks when decades happen."
We're in the weeks that matter most
https://x.com/redphonecrypto/status/1716663021160812597?s=20
We're in the weeks that matter most
https://x.com/redphonecrypto/status/1716663021160812597?s=20
X (formerly Twitter)
redphone ☎️🧙🏻♂️ on X
1/ Have been at this game a long time (decade+ in crypto) and this is the first time I've EVER been actively longing volatility and $BTC simultaneously
Feels exhilarating but tbh a bit scary 🧵👇
Feels exhilarating but tbh a bit scary 🧵👇
Crypto Mumbles
in time it’s gonna be 10x harder to keep up w market happenings and alpha because there’ll be so many things going on in diff verticals to prep for the cycle, looking to create a small group to source alpha and make bank together more crypto frens requirements…
apologies if i haven't replied, will try to get to everyone asap
thanks for the great response!
thanks for the great response!
Crypto Mumbles
although i have a low cost price for $LINK, i will be adding more on the retest of the consolidation range high ~$9 will be more aggressive in adding this is just the beginning of the breakout. as mentioned from the start, such accumulations lead to very…
in the bull run, this pattern will be v common esp among strong performers
see it, take it
see it, take it
🔥4