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Paper Hands Fold – Digital Vision 5

The recent movements in Bitcoin and its ripple effects on altcoins have left us scratching our heads. Exiting now is the crypto equivalent of folding a on pair of aces. Why leave the table when the games just getting started?

In this edition, we explore why recent activity has only strengthened confidence in our top holdings. We also dive into the buzz around the new lending protocol that has everyone talking, and tackle the big question: Is $HYPE worth the hype?

🚔 Cryptoverse: Tron ($TRX ) takes action on illicit funds.

⚖️ Digital Insight: Binance Chain & Binance Exchange ($BNB ), lending’s new challenger - Hyperliquid ($HYPE).

🔮 DV Dealings: Immutable ($IMX) falls short, making way for Pyth Network ($PYTH ). Profits locked in from Aave ($AAVE) as Pendle's ($PENDLE) momentum builds.

https://lnkd.in/egEZuXPs

Our first DIGITALVISION newsletter is now available. In it we cover:

• ACROSS THE CRYPTOVERSE - news and developments that have caught our eye
• DIGITAL INSIGHTS. A focus on our research work
• DVDEALINGS. Our portfolio ideas and trades

This week we look at Raydium, $RNDR, Maple Finance (MPL), GameFi and DeSci, while taking you through the portfolio changes in both our strategies:

• WistCap Digital Vision (Crypto ex-Bitcoin)
• WistCap Flagship Long (all Crypto)

Enjoy!

$SOL $GALA $IMX $PYTH

2/3

Our suggested list of the best projects available in the Blockchain Infrastructure Sector based on our Digital Assets Classification Standard here.

All of these projects are undervalued, based on our valuation method.

$AVAX $SUI $NEAR $APT $ICP $STX $INJ $FTM $IMX $VET $ALGO

On Friday, we also posted our monthly rebalance. $BTC and $ETH were returned to 40% and 30% respectively. $IMX and $INJ fell out of our parameters and were removed. $ARB and $FIL have been added in their place.

With that, we also submitted the monthly rebalance of BLX as per our parameters. 

We added Aave ($AAVE) with a weight of 0.28%, Immutable ($IMX) with a weight of 0.32%, and Injective Protocol ($INJ) with a weight of 0.27%. Filecoin ($FIL), Cronos ($CRO), Hedera Hashgraph ($HBAR), Maker ($MKR), Cosmos ($ATOM), and Arbitrum ($ARB) have fallen out of our parameters and have been removed from the structure. 

Among existing assets, $BTC and $ETH have been rebalanced to 40% and 30%, respectively. The biggest other change was reducing the weight of Solana ($SOL) by 1.24%.