Investing is like hitting a piñata: most of the times you'll fail but one good hit and you get the candy. It's the same with crypto but now you're the piñata.
To celebrate Christmas I want to give back to my followers, to thank you for all the support! I will be giving away $250 to one lucky person, all you need to do is 👇🏼
• Follow me
• Retweet this post
• Tag 3 friends
I'll announce the winner on December 24th 🎅🎄
Best Perp DEX: $VELA
Best Crosschain DEX: $CHNG
Best Supply Chain: $MNW
Best PoW L1: $KAS
Best Enterprise L1: $AZERO
Best Privacy L1: $ROSE
Best Interoperability: $QNT
Best Rendering: $RNDR
Best Ai: $TAO
What else can we name?
Every cycle we see newer projects take the spotlight. Trends change, narratives change, technology changes. Choose your projects wisely.
$CHNG not $BNB
$VELA not $UNI
$KAS not $LTC
$MNW not $VET
$TRIAS not $TRX
$AZERO not $SOL
$CPOOL not $AAVE
$MTRG not $UST
This is my list for the upcoming bull run 👇🏼
Low risk, low reward:
$QNT $LINK $EGLD
Medium risk, high reward:
$AZERO $KAS $WOO $ROSE $MTRG
High risk, high reward:
$TRIAS $CHNG $CPOOL $ALBT $CIC $ROUTE
People have been asking for my % allocation so here it is. These are my main bags 👇🏼
21% $KAS
14% $CHNG
12% $TAO
12% $RNDR
10% $INJ
10% $QNT
21% is allocated so smaller, higher risk bags 👇🏼
$NXRA, $MNW, $AZERO, $ROUTE, $TRIAS, $NEXA, $GFAL, $RIO, $LEOX, $KOIN, $VETME, $RVF,…
While all the big influencers are still looking at the old projects. We found the new promising ones for this cycle 👇🏼
1. $KAS
2. $TAO
3. $CHNG
4. $SPACE
5. $KOIN
6. $NEXA
7. $ALPH
8. $ATOR
9. $AZERO
10. $OCTA
(Honourable mention to $SRM, $ROUTE, $LEOX, $PROPC, $RVF, $MLT,…
My top 3 L1s 👇🏼
$KAS
• Fair launched
• GhostDAG with 32BPS
• Founder cited in every big project
$ROSE
• Partnership with Meta
• 235M ecosystem fund
• Binance accumulating
• Prof. Dawn Song noteworthy background
$AZERO
• Privacy Enhancing and enterprise oriented
•…
Best decision this bear market is that I accumulated👇🏼
$KAS at $0,0017
$TAO at $35 - $50
$RNDR at $0,8 - $1
$INJ at $1,5 - $2,5
$SPACE at $7 - $12
$CHNG at $0,04 - $0,045
$ATOR at $0,14 - $0,35
$RIO at $0,15 - $0,32
$LEOX at $0,27 - $0,31
$ALPH at $0,22
$KOIN at $0,38 - $0,45…
Say goodbye to middlemen, bureaucracy and the hassle of complicated finance. Embrace the unstoppable revolution and become your own bank with $CHNG.
Time for a 🧵👇🏼
$CHNG is the decentralized $BNB.
$CHNG is the ONLY crosschain DEX that is able to aggregate from multiple chains simultaneously.
$CHNG is $UNI + $CAKE + $RVF.
$CHNG is founded by the same founder as $VET.
$CHNG is your all-in-one stop for crypto.
$CHNG is fair launched with…
I faded several coins which outperformed the market 👇🏼
$OLAS
• Team allocation too high
• FDV too high
$QUBIC
• No whitepaper
• MC way too high for not being listed on a proper DEX/CEX (not attractive anymore as an investment)
$AGRS
• Launched in 2015 and gained no…
A while ago I researched the relation between the marketcap and ROI of the top 100 coins at that time.
I found that the chance at a 100x is the highest below 50M marketcap.
So here's a list of projects below 50M marketcap 👇🏼
$NXRA 49.8M
$GFAL 47.2M
$RVF 46.7M
$CHNG 37.8M…
1) Market cap
Almost every coin that did a 100x had a marketcap lower than 50M, with a few exceptions such as $BNB and $ADA. As you can see there is a negative correlation between the marketcap and ROI.
These projects are all fair launched 👇🏼
$CHNG Most Liquid Cross-chain DEX
$KAS BlockDAG PoW
$VETME OTC DEX
$TAO Decentralized Network AI/ML
$NEXA P2P Digital Value System
$RIO Tokenization Real Estate
$MASQ Web3 browser
$LOOP L1 PoSA 150k+ TPS
ZK Rollups have tremendous potential to revolutionize the Ethereum network and bring about a new era of decentralized applications and financial instruments. But what are ZK Rollups and how does it work?
Time for a 🧵👇🏼
Many people are saying that $KAS is the next big thing, but you're not entirely convinced yet or still not sure why people like
@KaspaCurrency
so much?
I've compiled a list for you 🧵👇🏼
If I would have to narrow down my portfolio to just 1 token per narrative, I would choose these 👇🏼
AI: $TAO
L1: $KAS
RWA: $LEOX
DEX: $CHNG
Bitcoin L2: $SPACE
Interoperability: $ROUTE
Privacy: $ATOR
Gaming: $EPIK
PoW: $ALPH
I'm a big supporter of fair launched projects with good fundamentals.
I don't hold them all but I find these very interesting 👇🏼
$KAS 2.69B
$TAO 978M
$ATOR 129M
$DNX 71.9M
$ZEPH 49.3M
$CHNG 45.9M
$SPACE 31.2M
$NEXA 28.8M
$RIO 22.7M
$KOIN 19.1M
$OCTA 17.2M
$VETME 1.3M
All my projects are entering the top 500.
$NEXA, $CHNG, $KOIN, $RVF, $MNW, $ROUTE, $GFAL & $SPACE
Next up 👇🏼
$ALPH, $EPIK, $MLT, $OCTA, $LEOX, $PROPC, $RIO, $SRM & $TRIAS
An underlying assumption it that you should both have a conviction of the project and team. I am working on a thread about the best teams/CEOs in crypto, so far I have 👇🏼
• $CHNG
• $KAS
• $AZERO
• $VELA
• $TRIAS
• $QNT
Which other project has an outstanding team or CEO?
Starting today, I'm fulltime in crypto.
At the end of this month I will be traveling for 6 months around South America and will combine crypto, traveling and I can finally start learning how to produce 🙌🏼
Lately I haven't found new projects worthwhile adding to my portfolio. I've been accumulating my highest convictions such as $KAS, $CHNG, $MNW, $QNT, $TRIAS, $AZERO and $ROSE.
Also good to see that $VELA has been doing very well. Cheers!
Projects that have utility, adoption and revenue have the highest probability to succeed in the future.
$MNW Supply Chain
$CHNG Be Your Own Bank
$ZCX CEX+DEX Aggregator
$VELA Perpetual Trading
$ROSE Privacy Layer Web3
$MLT Media License
$DAG Data Security
$WAS Web3 Gaming
$WOO…
After careful consideration, these are my top picks for the upcoming bull run 👇🏼
$KAS $CHNG $TAO $RNDR $TRIAS $RIO $SPACE $QNT $KOIN $ATOR $ROUTE $ROSE $AZERO $INJ $NEXA $RVF
I have some other small bags too, but these are my highest convictions 🤝🏼
Old tech will need to make place for newer better tech, with new hype, no resistance levels yet and no bag holders. Choose your project wisely 👇🏼
$KAS > $LTC
$CHNG > $BNB
$TRIAS > $TRX
$AZERO > $ADA
$QNT > $XRP
$CIC > $SOL
What else can we name?
I think fair launched project will do very well (already doing) this cycle.
These are my 10 favorites 👇🏼
$KAS 2.6B
$TAO 1.4B
$ATOR 88.3M
$CHNG 60.4M
$ZEPH 55.5M
$SPACE 51.1M
$RIO 41.9M
$KOIN 39.8M
$NEXA 29.5M
$OCTA 19.1M
Looking at this, I think it's a very strong list.
We…
Why you should consider having a look at $ROSE 👇🏼
• $235M Oasis Ecosystem Fund
• Building primitives for Responsible AI
• Native support of ZK Rollups
• Partnership with
@Meta
• Hiring in the bear market
• Privacy focused
I think we'll see a rise of new Proof-of-Work projects taking the spotlight this cycle.
Here's a list of potential candidates 👇🏼
$KAS 2.7B
$TAO 1.3B
$ZEPH 89.3M
$DNX 88.3M
$SPACE 38.2M
$NEXA 34.7M
$ALPH 22.7M
$OCTA 17.5M
Projects I'm currently accumulating 👇🏼
-1L: $TRIAS
L1: $KAS $CIC $AZERO
DeFi: $CPOOL
DEX: $CHNG
Interoperability: $ROUTE
Multi-chain: $MTRG
Haven't found anything worthwhile recently to add to my portfolio. When I do I'll keep you guys updated. 🤝🏼
People know I'm very vocal about fair launched projects, so here's the list I'm holding 🧵👇🏼
1️⃣ $CHNG (
@FinanceChainge
) 69.6M
• The only crosschain DEX that's able to aggregate from multiple chains simultaneously
• Most liquid crosschain DEX on the market
• Twitter payments…
There are still some nice opportunities below 25M but the list is getting shorter and shorter 👇🏼
$PROPC 23.1M
$CREO 20.2M
$VAULT 19.5M
$OCTA 18.7M
$LEOX 12.3M
$DETF 6.4M
$SRM 4.4M
$VETME 2.6M
$PUBLX 1.9M
Tired of teams that suddenly decides to dump tokens? Fair launched projects don't have the risk of sudden surprises 👇🏼
$CHNG Most Liquid Cross-chain DEX
$KAS BlockDAG PoW
$TAO Decentralized Network AI/ML
$NEXA P2P Digital Value System
$RIO Tokenization Real Estate
Unique Selling Points of $RIO (
@realio_network
) 👇🏼
• Team has over 25Years of experience in real estate managed with $70B+
• DeFi Mortgage Market
• ISO 20022 compliant and SEC regulated in the US
• RWA platform for US & offshore
• Co-Founder & Partner at America Economic…
People are starting to talk about
#ZK
being the next narrative. This is the exact reason why we are diversifying our portfolio. These projects from our list fit the Zero-Knowledge Rollup category 👇🏼
$ROSE Privacy L1
$AZERO Enterprise DAG PoS
$SYS Dual-layered Blockchain
#DePIN
projects seem to be getting more attention lately.
These are the 3 most interesting projects imo that fit that narrative under 10M 👇🏼
$NAVI |
@AtlasNavi
| 6.3M
$SRM |
@SolareumChain
| 5.7M
$PUBLX |
@WeArePUBLC
| 1.2M
My highest convictions based on fundamentals, potential, technology, tokenomics and team 👇🏼
$KAS BlockDAG PoW
$CHNG Most liquid cross-chain DEX
$AZERO Enterprise DAG PoS
$VELA (Perp) DEX
$TAO Decentralized Network AI/ML
$TRIAS -1L PoT
$MNW Supply Chain
$QNT Interoperability
Fundamentally great projects that people don't talk about quite often 👇🏼
$QNT, $MNW, $ROUTE, $ROSE, $LEOX, $TRIAS, $NXRA & $MLT
Who's still holding these?
My top 3 gaming projects for this bull run 🧵👇🏼
1️⃣ $GHX (
@GamerHashCom
)
• Largest distributed computing infrastructure powered by gamers
• The $RNDR of gaming
• The first licensed EU Gaming token,
• 760k+ users globally
• Potential earnings for their users could be up to…
The 8 most promising newly launched L1s for this cycle (no particular order) 🧵👇🏼
1️⃣ $KAS (
@KaspaCurrency
)
• Fastest blockchain in the world, aiming for 100BPS
• Founder cited in every big project (even ETH)
• Project is founded by people who are BTC OGs, more than 10 years…
After a few adjustments here's my complete portfolio 👇🏼
$QNT $LINK $INJ $RNDR $FET $WOO $ROSE $ORAI $MTRG $ROUTE $TRIAS $AZERO $MNW $DAG $KAS $TAO $KOIN $RIO $CHNG $WIT $VELA $LEOX $ATOR
From now on I will start stacking stables because I've accumulated enough.
I think GPU/CPU could be an interesting narrative for this cycle.
We have 👇🏼
$RNDR | GPU | 1.4B
$OCTA | GPU / CPU | 19.9M
Which other GPU / CPU plays should I be looking at?
Arbitrum is now the fourth largest chain across crypto by TVL, with over 30% coming from
@GMX_IO
.
@vela_exchange
has positioned itself as the underdog and is quickly gaining value, but how does $VELA compete against $GMX?
Time for a 🧵👇🏼
As the demand for real-time data processing and analysis continues to grow, traditional computing architectures are struggling to keep up. Will $AZERO position itself as one of the future L1s?
Time for a 🧵👇🏼
One of the projects that caught my eye recently is $TET (
@tectumsocial
). I will be diving deeper into this one.
• Ultimate $BTC L2 solution
• Transactionless instant payment
• 4 years in development
• Mainnet live
• Softnote working
• 10M max supply
• Over 1M+ TPS
$WOO and $FET are around the same price at the moment. Which one do you think will have the highest price in 1-3 years? Both have huge upside potential for their own reasons
When a project already did a 2x from the local bottom, I look for better entries on other projects.
Lately I've been adding:
$ALBT $WOO $CPOOL $ROSE $LINK $EGLD $AZERO $CIC
Holding (already have a good entry):
$KAS $QNT $VELA $MTRG $ROUTE $FET $CHNG $TRIAS
Looking into:
$TAO
The most exciting new L1s for this cycle in my opinion 👇🏼
$KAS 2.7B
$AZERO 321M
$DNX 75.7M
$NEXA 58.1M
$ROUTE 55.1M
$KOIN 47.7M
$SPACE 44.5M
$ALPH 26.2M
$SRM 6.5M
$MLT is one of those projects that's still in the accumulation zone but is soon about to leave.
@MILCplatform
has a lot of exciting upcoming catalysts such as 👇🏼
⏳ Film Festival
⏳ First Metaverse Adpartner
⏳ First Gaming Partner
⏳ T1 Exchange Listings
What makes $MLT…
My top 5 favorite disruptive L1s of this cycle 🧵👇🏼
$SMH is replacing CPU work with spacetime which significantly reduces the energy costs associated with traditional PoW + the most decentralized L1 in the whole market.
$ALPH employs sharding using sUTXO model along with…
Potential indicators to determine the next macro cycle top 🧵👇🏼
▪️Pi Cycle Top
▪️True Strength Index 2W
▪️Coinbase
#1
Downloaded App
▪️Monthly MACD
▪️LMACD on the Weekly…
On a Monthly Timeframe $BTC
#BTC
is about to have a MACD cross which has only happened 3 times in history. Each time we have had a drop of 50%. Last time we had this cross on MACD,
#BTC
dropped by 57.63%. A 57.63% from where we are today will get us to last market top of $20K
Unique Selling Points of $GHX (
@GamerHashCom
) 👇🏼
• Largest distributed computing infrastructure powered by gamers
• The $RNDR of gaming
• The first licensed EU Gaming token,
• 760k+ users globally
• Potential earnings for their users could be up to 10-15 times higher than…