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We don't rebalance often but we think the sideways chopping will soon end for $BTC and that might end the downspiral in the altcoinmarkets as well.

We added $PEPE and $ONDO.

Memecoins always perform well in bullmarkets and they are great diversifiers. They move fast and they move when others don't move. We have no intention to keep $PEPE as a long term holding. But it is a contrarian play.

At the same time we lowered our $SOL position as it looks weaker than in the previous bullmarket. We increased our allocation to $XRP as it seems to become the king of this bullmarket. $AAVE and $ONDO are our favourite defi-plays.

We still believe in $INJ and $LINK proved to be a great diversifier for a long long time.

Crypto Market Pulse 👀

• Positive Coinbase Premium✅
• ECB and Canada lowered interest rates🤑
• Spike in ETF inflows after a slow start of the week👌
• SEC approved Bitwise combined $BTC and $ETH ETF💪
• Michael Saylor is on a new Forbes cover🤔
• Last cycle SBF made it to the cover and we all know how it ended🤦‍♂️
• Hopefully, this time it truly is different😅
• Hong Kong SFC issues first crypto licenses of 2025👀
• Only 4 assets got approved ($BTC, $ETH, $AVAX, and $LINK)🤔
• They are all part of our structure🔥
• $INJ released the first on-chain index product that combines stocks and the largest AI tokens into one asset🚀
• Treasury announced that $241 billion will be printed on February 3rd via Treasury auction💸

https://www.treasurydirect.gov/auctions/upcoming/

First of all, we are big believers of $RUNE. It is a great project.

Nevertheless we decided to liquidate our position on this bounce.

It lost trust and when we invest in altcoins, we need to pick alts with a strong relative performance.

Projects like $AAVE and $XRP didn't perform very well in the 2021 bull but they are clear outperformers right now.

$RUNE and $INJ were the cryptostars of 2021 but now they look weaker. The same is true for $ETH , but we consider it a long term buy and hold.

We added the proceeds to $BONK, $ETH , $LINK, $INJ and $SOL.

Chainlink's chief scientist has mentioned $ROSE 16 times in this research paper.

$LINK is building on top of Sapphire layer on $ROSE

TEE (trusted execution environments) have potencial to revolutionise finance, DeFi & crypto in same way we've seen exponential growth with rise of smart contracts on $ETH.

Current market conditions are very weird. Memecoin frenzy has blinded everyone and fundamentaly strong projects are lagging. I'll dive deep into predictions & analysis of market structure in my next post.

But something is certain, these dips are for accumulating fundamentaly strong projects.

$ROSE remains my #1 highest conviction as I believe if all things connect together we might get to see a rally same like $ETH did in 2017.

Oasis has also published roadmap for 2025 and AI agents are comming.

Chainlink wants to tokenise traditional finance. They know they need optional privacy and $ROSE is building in offering infrastructure layers for this. TEE plays key role in RWA to become a reality. AI agents also require optional privacy. Oasis is not an AI project but a project that offers infrastructure for AI, RWA & new privacy enabled smart contracts. Just what institutions require.

Dawn Song is currently working with Nvidia, Meta, OpenAI, Google, etc...

Source: https://x.com/dawnsongtweets/status/1874453019125018650

With her help Oasis offers university programe:

Source: https://oasisprotocol.org/university-program

🚨Rebalance Alert🚨

After closely following the conversations in Davos and assessing new insights from the past two days, we’ve decided to slightly boost our exposure to projects focusing on tokenization of real-world assets (RWA). We are increasing our $LINK and $AVAX holdings✅

Both projects are also U.S.-based, which aligns with our view that regulatory progress in the US and potential ETF approvals for lower-cap coins could further drive their appreciation.

P.S. $LINK, $AVAX, $SOL, $NEAR and $INJ  are all U.S.-based projects, meaning we currently hold over 50% of our positions in U.S.-coins👀