Current big bags:
$eth - a lot of it since 2200-2600 range
>60% port
$usdc -> taking it of the market, buying assets off chain (not brand new cars lol)
$nkp - the kingmaker trade, 5m rev and huge names are at least 1 handshake away for NKP. Huge.
$r1 / #r1 - PoAI completely slept on by most , could integrate any @base dapp on-chain storage data cheaper than AWS on chain, have a feeling sometime soon this will happen or a big web 2 giant joins their infra (they have a 200k usd Cloudflare grant mind you)
$clanker #clanker - flywheel should start soon, with 150k usd + and a $bonk flywheel potential this is extremely undervalued.
$qto - few million open interest with buybacks done over 800k usd, based on their buyback flywheel. At some point expect a vertical candle upwards due to increasing volume and open interest, and people realising the QTO token directly benefits from trading on their platform.
Both clanker and qto need to hurry up imo.
$Edge - sadly underperforming, still hold a decent chunk.
Got some smaller positions on things mentioned on my feed, but in underperformance I will relentlessly cut, itâs $eth season not alt season, let winners run, cut slow walkers.
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