After a couple convos with some smart chads i decided to reduce my coin exposure from 8% to 4% and add 1% to uni and 1% to zec n xmr It seems robinhood wants to push crypto hard this cycle so will defo take market share from coin, i would get exposure there but i already have it via onchain Also with how bullish i am on privacy 8% seems pretty low so topped that up to 10% and topped up uni with 2% because i believe evm will dominate this onchain cycle Breakdown of the port in category now is: Btc exposure (btc, mstr) - 40% Eth eco (eth, uni) - 17% HYPE - 12% Privacy - 10% CEXs (coin) - 4% XRP - 5% CRCL - 4% Sol eco (pump) - 4% Gram - 4% Updated list is now:

abstract xp farmer son or thot daughter

rh dex/liq hub situation is so cooked rn we have a 4 way pvp (prologue, delta, up, ramses) and all are doing similar stats and now we have aero coming over too lol the only reason aero went so high is that it was the only one and all liq concentrated into it, for now im pretty bearish on this sector on the chain one interesting thing tho is rh crypto retweeted up today which could indicate they are choosing it as the native dex, ive got eyes there but if they start posting about others ill probs stack it tho

we get another please bro meta AND they send a jack doherty coin man we do NOT deserve a weekly close above 82k

neet flirting with aths and only thing holders are celebrating about is that they are early to the next 2023/2024 fractal no one celebrating the ath itself because they arent planning on selling until multi 9 figs pretty much zero other established coins can say the same rn

board... sit...

oooof all 3 of my privacy bags going insane

really glad to see rail is finally catching some motion here, topblasted a bit more seeing the vol and now i think we can run a lot higher with this momentum

so are we just gonna ignore that surplus is doing 50x the stats of orbio at 1/10th of the mcap

arc is gonna have more launchpads than traders

fomo app store ranking will be the new onchain top indicator

holy fuck neet narrative just got strengthened by 10x i just doubled my bag

pumponomics on longxyz pairs are actually insane

imo pivot back to long eco here, pointfarmcap will be the downfall of stonk eco

ai cashcat spx neet my main onchain bags for this cycle

kirk memes gotta be the most successful cia psyop of this decade

during euphoria a lot of slop goes to valuations that they have no business hitting and when these routinely dips come, the market flushes out all the mid coins as the euphoria wears off and ppl start to really question their positions and consolidate into the winners just need to make sure ur cutting losers quickly and sticking to winners, when the flush happens theres no point trying to buy dips on these slopper coins that are showing relative weakness and dont have strong long term thesis big big mistake i made last cycle and i dont intend to make it again this cycle

Been dcaing this list for the past 2 months and im around 50% allocated now, the list covers every sector im bullish on p well I think theres 60% chance bottom is in but id rather just get enough exposure where im happy if we bottomed already but also have enough cash in the case we go lower where ill deploy the rest of it Im pretty happy with the way all of these coins moved in the last month, the strength on this leg made me more confident in them for when btc properly runs, gram isnt as strong as id want but i like the longterm thesis so im just holding I know its pretty high risk and not btc heavy enough but i feel im able to take that risk and will be able to monitor the positions just fine as i go into my first proper cycle where i have the awareness i didnt have last cycle Separate to this list i have spx6900, neet, cashcat and ai for meme exposure and i have some railgun for low cap privacy exposure as i think it will be one of the main narras this cycle Also got other coins i dusted but not worth putting them in this tweet Ofc alongside this list i will be trenching and playing new things

look at what xrptards actually believe and tell me your not gonna hold a bag probably the only token left that carries such delusion around it that crypto hasnt seen since the first few cycles, these guys arent selling ever you should definitely be allocated to this coin