My Crypto Portfolio once had 36 altcoins, but instead of selling them for stables, I decided to consolidate my holdings into fewer coins (I'm still exposed to the market), where the current total is now 12. So here's what I'm holding, and what I expect for the rest of the year.
03:27 Why I sold many Altcoins for $BTC, $ETH, $SOL
06:26 Bitcoin Analysis
08:58 Ethereum Analysis
10:38 Solana Analysis
12:20 Why I'm consolidating my portfolio
14:25 $SUPER
17:19 $BEAM
19:54 $NEAR
20:48 $TAO
22:40 $AXL
25:22 Looking for more RWA exposure
27:04 $AMPL
31:18 $BORG
34:49 $PEPE
38:08 When can Altcoins bounce back based on Liquidity?
41:45 The next 6 months will be dangerous
45:17 How to track global liquidity
50:37 My Portfolio Strategy Summary
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