friulano.eth 🦆

💡 What I'm holding in my portfolio: 70% Majors: $BTC, $ETH, $SOL. While I keep accumulating BTC, I use the others as collateral for buying dips. 30% Microcaps: $BNKR, $PNKSTR, $AVNT, $10KWHL. The thesis on my microcaps is this: @bankrbot is bringing defi to all timelines and group chats, can ride the AI agent narrative, the #x402 narrative and the prediction market narrative. Waiting to be repriced. $PNKSTR is leading the "strategy" meta, which is the is the freshest thing in crypto I've seen in a while and a completely novel way to bring new life to the NFT space. Also waiting to be repriced. $AVNT is the Base liquidity giant in the making. A lot of FUD and possible manipulation brought the price back to TGE levels. You can stake your AVNT at 24% APY (!) and deposit your USDC in their LP yielding > 20% APY from perps trading fees. Repricing is imminent. @enswheel is a strategy token for ENS names, particularly the much sought after 10K digits. Other then riding the strategy narrative, it's solving a big problem for ENS collectors by reselling its NFTs with a fresh 1yr renewal (which costs more than a floor 10K digit). It's sitting under 200K MCAP and a little over 200 holders (yes, seriously). 17% of the supply is already burnt and a supply shock might come soon. Buying in at this price means that as soon as someone buys a few ETH worth of it will catapult the price. As always: NFA, DYOR 🆗

I am selling my ticket for #BTCPrague, unfortunately I can no longer make it - anyone interested?

When are we going to spin the wheel?

I thought TradingView was making fun of my portfolio