Hey yo, Chico Army, I hope your having a bomb Friday.
If you're new, a viewer of the tube, let me 1st introduce myself as Tyler and this is
the crypto channel, whose content everyday, is a joyful explosion.
Face down, arse up...hammer explode.
It’s time for Chico Crypto!
Well you’ve been asking for it, so the Chico is going to deliver.
A breakdown of our current crypto portfolio, which includes our top 10 hodls.
The last time, we did a video like this, was before the altseason DeFi rush of the summer,
in late may of this year.
So what was our portfolio like back then..before the DeFi madness really took off.
Well I was based and my #1 hodl was chainlink making up 37 percent, #2 Bitcoin with 18 percent,
#3 Unibright with 15 percent, #4 Ethereum making up 11 percent, #5 Energy Web with 5
percent, #6 Rocketpool making up 4 percent, #7 Ren with 4 percent, next #8 Kyber Network
making up 2 percent, #9 0x protocol also making up 2 percent and finally the other 2 percent
was a basket of other altcoins.
So changes?
You better believe it, as the markets were at low’s & this was just before that DeFi
powered hype cycle.
So let’s kick it off with my #1 HODL, is it still that super stanky lank?
Is Chico based AF?
I sure am...and I’m seriously glad I held, even with the recent price collapse.
Back during the last video, LINK was at $3.84 cents, as of yesterday it was at 10.68 cents...a
percentage increase of over 178 percent!
That’s why Chainlink has moved from 37 percent to now making up 40 percent of my portfolio.
So, why am I going to still hold every single last one of my link with a grip tighter than
Sly Stallone?
Comes down to 2 things.
Staking with link is still on the horizon & rollups...not the fruit type.
If you go to the linktrader subreddit, most popular one for chainlink discussion, the
most upvoted post is about the release of the next version of the arbitrum rollup testnet,
which they say is full featured & open to all.
And the Ethereum devs are speaking, Agustin Aguilar, founder of pine finance tweeted this
“What the Arbitrum is shipping is mind blowing.
Arbitrum can execute EVM code directly, abstracted in such a way that's practically like L1 (no
transpiling*), it means that you don't even need to recompile your contracts to test their
rollup.
Amazing for rollups, a general purpose one, devs don’t have to be confused using...but
Arbitrum isn’t chainlink, so why is this rollup important to them?
Well Ed Felten, co-founder of offchain labs, those behind Arbitrum said this on twitter
just in August of this year “Arbitrum & Chainlink integration operates in both directions: Arbitrum
chains accessing Chainlink resources efficiently; and Chainlink nodes validating Arbitrum chains.
What?
Yes, my friends, please understand that it’s not only oracle data chainlink nodes could
be providing, but chainlink nodes will be running the arbitrum protocol, computing the
solidity contracts on their rollup chain.
So, you gotta really think about it like this….chainlink nodes, with Arbitrum are the furthest on rollup
tech, vitalik is even excited about it, retweeting Arbitrum’s post..so, I guess you could say,
that’s why it’s my #1.
Now #2, is it still Bitcoin, or is it Ethereum or another alt?
Well it’s actually still BTC, but that is getting close to changing.
Bitcoin has increased from in late May $9225 to as of yesterday, $10385..a 23 percent increase.
Compared with other alt performances during this run, not as good, so BTC is at a similar
level within my portfolio, actually dropping by 1 percent from 18 to 17 percent.
Now #3, is it Unibright, the altcoin that pushed further up past ethereum last time?
No, it’s not...Ethereum has reclaimed the #3 position.
And that is mostly due to Ether going from 205 bucks back in May to 375 as of yesterday...an
increase of 82 percent...pushing it back to where it belongs, number 3 moving it up from
11 percent in my portfolio to 12 percent!
And with that thing called a beacon chain and ether staking, coming soon...I’m adding
to this position.
How about #4...did Unibright dip to this level or did another altcoin push into this spot?
Well Energy Web has pulled off similar gains to Ethereum, pushing it up nicely Back in
late May, EWT was $3.57 cents, and as of yesterday it was $6.92 cents, an increase of nearly
94 percent.
Thus Energy web is number 4, pushing it up from 5 percent in May to 6 percent as of today.
And, please understand why it’s here... so DENA, stands for deuschte energie aguntoor,
or the german energy agency in english, it a german state aka government backed agency...and
in late august of this year, they announced the future energy labs, which would help with
Germany’s transition to future energy technology.
3 projects were launched, and one of them was “Infrastructure for the digital energy
system of the future - the Blockchain Machine Identity Ledger”...they explain, this enables
technical devices to be clearly identified (machine identity), for which a new and energy-specific
device identity is being developed.
This infrastructure offers enormous potential - both for the use of system-relevant services
and for the implementation of innovative and future-oriented applications using smart meters.
An alliance of over 20 partners, consisting of large corporations, established companies
from the digital and energy sector, is working in the pilot project.
So if you watched my channel, we know who is connected in the blockchain world to this.
Energy Web, I covered their connections to DENA & then just 3 days ago...we found out,
DENA selected Energy web to build the prototype blockchain identity ledger.
Yeehaw, and personally I think Energy web will just keep impressing, growing, and succeeding.
1-4 pretty similar to last time, but now 5-6 is where the big ole changes come in & that
is largely in part to that DeFi hype run.
So, #5 which altcoin is it?
That is REN which has had a very, very nice run since May.
Pulling out the price chart REN has went from .093 to .368 as of yesterday...that’s a
nasty increase of over 295 percent.
So ya, REN moved up right next to EWT, going from 4 percent last time to now making up
percent 6 of my portfolio.
How about #6?
Well that is finally Unibright, it was number 3 last time, but pulling out it’s price
chart.
It didn’t get a taste of that DeFi hype like the others..and actually declined in
value since that video, down from 48 cents in May to 30 cents as of yesterday...so, UBT
has pushed down, from 15 percent to just 5 percent of my portfolio.
Sucks to see, but I’m holding every single last one….if you didn’t know, Unibright
is a major component to the baseline protocol, even more so, than Chainlink right now.
Unibright is apart of the baseline reference implementation, which is being trailed by
Coca Cola CONA right now.
Going to baseline documentation, and BRI 1, which stands for baseline reference implementation,
we can see the subheadings...one is Libaries...clicking into that, and then into DOCs for the ERP
Connector Proxy-SAP& Microsoft Dynamics...we can see, that in the architecture section,
that yes, the Unibright connector is a main piece & to use, any piece of the unibright
framework….like the connector, you need to use UBT tokens...from a token based AMA
in february of this year, the team said “The customers HAVE TO buy tokens on the market
given the current price.
They need the tokens to use our framework, it is not possible to use it without UBT.
So number #7...is that a coin we had on the list lst time?
Well actually yes, but not one in the top 9..the one that I finished the last episode
off with, mentioning I just added it to my portfolio...yup #7 is now Kusama.
ANd it’s position is largely due to its price run from that time, $5.77 cents in late
May...to as of yesterday $29.50 cents.
A percentage increase of over 411 percent, and that means Kusama now makes up 3 percent
of my portfolio.
How about #8 a new coin?
Kyber, 0x...no...it’s actually Rocket pool moving down in my portfolio.
So what happened?
Well rocketpool since May has increased, but only slightly from $2.33 cents, to $2.62 cents
yesterday morning.
This is an increase of just over 12 percent...so compared with others, who pumped 100 percent
or more, not nearly as well, which means rocket pool dropped from 4 percent, to 2 percent
total portfolio dominance...but I’m still super bullish on RPL, just like I’m bullish
for Ethereum.
Beacon chain & staking...rocketpool, is the first pooling tech for staking, and will be
the first one ready to go live.
Now number 9 & 10, it’s not Kyber and iexec like last time, they still make up a portion,
but not a percentage any more.
It’s two coins, I wasn’t even invested in back then...I invested just a small amount,
initially, but that initial small investment pushed them up nicely into my portfolio.
Those 2 are xdai Stake and Sora Network XOR.
They both make up about 1 percent of my portfolio.
And I invested in both, shortly after that video, and from the price charts, you can
see why they pushed up to this place, with a small investment.
Xdai, from $1.53 to $12.40 cents as of yesterday, an over 710 percent increase & xor from around
$1.17 cents to $59.64...an increase of close to 5000 percent.Wish I would of put more into
XOR….but you know my thoughts on these two, scaling ethereum?
I like xdai & sora, has polkaswap supposed to drop this quarter.
And the final….
7 percent now, is a basket of altcoins, many I’m super bullish on, and will be accumulating
more here soon..
Ocean Protocol, Honey, Kyber network, iexec rlc, synthetic, 0x protocol, some polkadot,
monero, cosmos, Theta, Uni, MakerDao, Edgeware, Robonomics, Akropolis, Kleros, rarible, powerpool
& more Cheers, I’ll see you next time!