@MrBlueSky @PowerWordChill @TradingMelone My preliminary portfolio selection for large/mid cap would be as follows
BTC
SOL
ICP
LINK
ARB / OP
RNDR / Akash
SIU
INJ
HBAR
(whereby everything except BTC and ICP would be new purchases) The total proportion of large/mid caps would be around 90%, leaving 10% for the small/micro caps. For ARB/OP and RNDR / Akash I'm not quite sure yet which one I will ultimately take. I'm also thinking about which should be the second/third largest position in terms of weighting. SOL or ICP?
BTC
SOL
ICP
LINK
ARB / OP
RNDR / Akash
SIU
INJ
HBAR
(whereby everything except BTC and ICP would be new purchases) The total proportion of large/mid caps would be around 90%, leaving 10% for the small/micro caps. For ARB/OP and RNDR / Akash I'm not quite sure yet which one I will ultimately take. I'm also thinking about which should be the second/third largest position in terms of weighting. SOL or ICP?
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@Krush82.... Memes run on Sol. ICP runs artificial intelligence. Sol's Marcetcap 80 billion. ICP 5 billion.
My answer would be B ;-)
My answer would be B ;-)
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@MrBlueSky I think I will leave out SOL completely and buy more ICP instead. What do you think of the rest?
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@Krush82...a solid and good selection!
.... However, I would consider Aethir instead of Akash and Render.
.... However, I would consider Aethir instead of Akash and Render.
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@MrBlueSky I definitely want to pick Aethir too, I just haven't listed it because it's not a large/mid cap. That should be the solid part of the portfolio and be supplemented by Aethir, Operc and co as small cap rockets. It should also be just one coin, i.e. Render or Akash, just like ARB and OP. I just haven't decided.
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@Krush82 Now Aethir is not exactly small.
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@Krush82 icp exactly the same sleeping cult project as XRP... I wouldn't include it in my port in 100 years, I don't see Siu that way either, the narrative would rather go to aptos and hbar is completely much in my opinion. The rest fits - although arb and op are so meh as an investment because we have a lot of new l2s this run that steal liquidity from the others 🙏
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@TradingMelone thanks for your assessment who exactly do you see in the layer 2 coins ? Manta, LRC ?
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@Krush82 Eigenlayer
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@Krush82...congratulations on your successful start! You must have bought ICP "at the last minute" ;-)
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@MrBlueSky eigenlayer is not an L2 and does not currently have a tradeable token. I think krush doesn't want to read into AirDrop hunting 😂
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