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Rebalans naše strategije ⚖️

Pravkar smo zaključili rebalans portfelja Iconomi Titanium Skyhigh. Ta strateška prilagoditev je vključevala zmanjšanje alokacij nekaterih tokenov in povečanje alokacij drugih.

Po strateškem pregledu so bili iz portfelja odstranjeni naslednji tokeni: Siacoin ($SC), Filecoin ($FIL), Alpha Finance ($ALPHA), Reef ($REEF), NEM ($XEM), Sushi Swap ($SUSHI), Band ($BAND) in Balancer ($BAL). Ta sprememba daje prednost inovativnim projektom z močnimi razvojnimi načrti in se osredotoča na nastajajoča področja na področju kriptovalut.

Pri Jasmy ($JASMY) smo ohranili trdno prepričanje o potencialu tokena Jasmy (JASMY), zato alokacija ostaja 12,04-odstotna. Strateško smo dodali token Thorchain ($RUNE) zaradi inovativnih rešitev DeFi in družbo Ocean Protocol ($OCEAN) zaradi vloge v podatkovnem gospodarstvu in posledic umetne inteligence. S tem smo povečali razpršenost in se pripravili na prihodnjo rast. $OCEAN in $RUNE ter ostalih 10 preostalih tokenov imajo zdaj vsak po 7,33-odstotno alokacijo v portfelju.

Z enakomernejšo porazdelitvijo teže portfelja želimo zmanjšati koncentracijo tveganja, s čimer želimo ublažiti vpliv uspešnosti posameznega žetona na celoten portfelj.

Over the past 73 days, we've witnessed a significant increase in the value of $BTC, with a 57% increase from the low of 15.5k to the current high of 24.2k. 

This uptrend has allowed Bitcoin to exit the descending regression channel and trade along the upper boundary of the new channel drawn from the low. 

However, analyzing past market movements, I see a strong possibility of a future retest of the channel's lower bound. The high degree of slope of the linear regression only strengthens my view. 

With the moving averages and range highs above, I remain cautious.  

I left the market in early December 2021 when bitcoin was around 50,000. I am not yet feeling any pressure from FOMO.

Instead, I start looking for sound setups, especially in alternative cryptocurrencies, before making any decisions.

I got my eyes on $ATOM, $FTM, $XMR, $SUSHI, $GNT, $ANT, $SNX, $DYDX, $DOGE, and of course $ETH

I hope you don't find the attached chart too confusing. I tried to give some "historical context" using past regression channels.

As always, these are just my personal thoughts and shouldn't be treated as financial advice.

Cheers!

JUST IN: Harmony Protocol $ONE has just announced it has successfully completed building a bridge between COSMOS and Harmony protocol on the local testnet.

Source: https://twitter.com/datachain_en/status/1559434938185056256?s=20&t=UuRjC4SMIXpeaSJrqs1PYw

What is $ONE ? Harmony protocol is trying to become an interoperable Layer 2 solution for Ethereum. Interesting that more and more blockchain projects are embracing $ATOM IBC protocol solution for interoperability standard.

First $DYDX, 2nd $SUSHI, now $ONE... simply said all roads lead to COSMOS

Is a big migration from Ethereum happening in front of our eyes and are projects starting to migrate to Cosmos? Is appchain the future?Short answer: YES!

We've predicted this 1 year ago this will start happening and now adoption of $ATOM has never been bigger than today.

Why are projects embracing Cosmos interoperability solution? Short answer is because it is the only battle tested interoperability solution that was never frozen, hacked or had any issues. Every month billions of $ flow through IBC protocol on $ATOM.

DeFI & Global financial infrastructure lacks interoperability solutions. This is also a reason why CBDC's aren't developed yet.

Could an answer to this lie in $ATOM's IBC protocol solution? Maybe

Bellow I have attached a picture that summarises how many funds were lost due to bad interoperability practices aka bad bridges. As you can see more than 1,3B$ were lost in bridge hacks just this year (2022).

All roads lead to INTERNET OF BLOCKCHAINS $ATOM

JUST IN: Harmony Protocol $ONE has just announced it has successfully completed building a bridge between COSMOS and Harmony protocol on the local testnet.

Source: https://twitter.com/datachain_en/status/1559434938185056256?s=20&t=UuRjC4SMIXpeaSJrqs1PYw

What is $ONE? Harmony protocol is trying to become an interoperable Layer 2 solution for Ethereum. Interesting that more and more blockchain projects are embracing $ATOM IBC protocol solution for interoperability standard.

First $DYDX, 2nd $SUSHI, now $ONE... simply said all roads lead to COSMOS

Is a big migration from Ethereum happening in front of our eyes and are projects starting to migrate to Cosmos? Is appchain the future?

Short answer: YES!

We've predicted this 1 year ago this will start happening and now adoption of $ATOM has never been bigger than today.

Why are projects embracing Cosmos interoperability solution? Short answer is because it is the only battle tested interoperability solution that was never frozen, hacked or had any issues. Every month billions of $ flow through IBC protocol on $ATOM.

DeFI & Global financial infrastructure lacks interoperability solutions. This is also a reason why CBDC's aren't developed yet.

Could an answer to this lie in $ATOM's IBC protocol solution? Maybe

Bellow I have attached a picture that summarises how many funds were lost due to bad interoperability practices aka bad bridges. As you can see more than 1,3B$ were lost in bridge hacks just this year (2022).

All roads lead to INTERNET OF BLOCKCHAINS $ATOM

BREAKING: Report urges central banks to work together on digital currency interoperability

"The Bank for International Settlements, International Monetary Fund and World Bank say CBDCs should be programmed in advance to avoid interoperability issues."

This is the narrative Cosmos ($ATOM ) has been building out since 2014. Cosmos interoperability is the only battle tested interoperability solution out there that's scalable & decentralised and works out with private appchains or decentralised ones.

Source: https://cointelegraph.com/news/report-urges-central-banks-to-work-together-on-digital-currency-interoperability

Cosmos multichain vision is finaly comming to fruition. Like i've said several times the road will be volatile but the best tech will win in the end. 

I still believe that Cosmos has the most underrated tech in entire crypto. Innovative leading projects on Ethereum have announced in past 2 weeks to start building sovereign appchains on top of Cosmos ($DYDX & $SUSHI )

If you will go deep into the rabbit hole and check our old posts you'll be able to find that ECB has posted in the past a research document for designing it's CBDC solution. Even in that document interoperability was pointed out and Cosmos and Polkadot were one of mentioned solutions.

Source:

https://www.ecb.europa.eu/pub/pdf/other/ecb.20210412_useofdltposttradeprocesses~958e3af1c8.en.pdf

Fun fact is there's no other battle tested interoperability solution in crypto that is scalable the way $ATOM is. Cosmos team has been working in the past on pilot programe "Cosmos cash" a CBDC solution based on Cosmos tech. Market has long forgoten this.

The bear market hasn't changed fundamentals.

The biggest update for $ATOM is happening in less than 3 months and was beeing developed for years. 

We believe Interchain Security will be a game changer upgrade, massively increasing $ATOM utility and this should also lead to price increase.

Good tech/product/service will always get adopted. It can just take a little bit longer than anticipated and the road can be quite bumpy.