Hey, what's up everyone?
Ajwritescrypto here.
As you can see, I am filling in for Ben today.
You know, he's been all over the place, you know, doing interviews with Donald Trump Jr.
and hanging out in Florida, so I can't blame him.
Ben will be back very soon, but I am filling in today for the portfolio video.
So I'm going to tell you about the new portfolio that we have towards the end of this video.
There has been no major changes to our existing portfolios,
but let's at least look at them, see where we're at and see what we can do.
Okay. Here we are at koinly.io,
great spot to manage all your portfolios
if you have several of them and you'd like to split them up.
Here we are. I'm going to click on the $1K portfolio right here.
Alright. So here we are at the $1K portfolio.
As you can see,
there are no stablecoins left in this portfolio and we are up $8.51.
Hey, it's better than being down, right?
As you can see, we have $232 in Ethereum,
$175 and ADA,
we got some XRP,
some Algorand,
some ICP, MATIC, SAND.
For a $1,000 portfolio, I feel like this is a really, really solid spread.
As you can see here,
we have some of the larger market cap coins concentrated at the top
with some lower market cap coins with less of a share in the portfolio.
Right here, we have 666 Algorand.
I don't really think that's a good sign.
I think we should buy a couple more Algorand just so it doesn't say 666, but that's just me.
Alright. So that's the $1K portfolio.
Let's take a look at the $10K portfolio.
As you can see, we're up $1,082 on the $10K portfolio.
There are no longer any stablecoins in this portfolio,
so this one is fully locked and loaded.
You know, about $1,900 in ETH.
Having a good amount of Optimism and MATIC in your portfolio is a safe bet.
If you want to look back at the last BitBoy Crypto live stream,
I did a price prediction on MATIC in the Price Prediction Department.
So be sure to check that out.
And Optimism I think has a little bit more volatility behind it than MATIC
considering it has a much lower market cap.
So be sure to keep an eye on both of those layer 2s for Ethereum.
We got about $1,000 in XRP and ADA,
some ATOM, ICP, Quant, NEAR, Aptos, LDO.
Not bad.
This spread is absolutely solid.
I wish we had a little bit more ICP.
Personally, I would add in a little bit more NEAR and Quant as well.
It's definitely safe to run a bigger chunk into the higher caps.
I know, like, you want to put more money into the lower cap coins
because you want that 10X, 20X profitability,
but at the same time, you've got to play it safe.
Ethereum is going to do just fine.
MATIC, XRP, they're going to do just fine.
It's not like these coins don't pump too,
so don't get too caught up trying to chase those lower market cap gems.
Yes, you want them to be a part of your portfolio,
but at the same time, you want to be sure you hedge your bets
with some safer picks that have larger market caps.
Okay. So that's the $10K portfolio.
Not bad at all.
Here we are, the big guy, the $25K portfolio.
Absolutely love this one.
As you can see, we are up over $2,100 on this portfolio.
Very well done.
There are no stablecoins left in this portfolio,
so we are locked and loaded, ready to go.
Just like all the other portfolios, the largest holding is Ethereum.
There's something to be said there about every portfolio, so far,
the largest holding is Ethereum.
That is something to take in mind.
As you can see here,
we have a good amount of XRP, ICP, Chainlink, Cardano, Algorand, MATIC, HBAR.
Only $1,000 in HBAR.
Personally, you know me,
I want to have a little bit more HBAR in the portfolio,
but, you know, at least, there is at least, you know,
1/10 of this initial buy-in was HBAR,
so I'm not complaining there.
Also, Filecoin and SAND, two sleeper picks.
Filecoin, absolutely amazing storage coin.
If you don't know much about storage coins, decentralized servers, all that good stuff,
be sure to take a deep dive into other storage coins
like Filecoin, Arweave, Storj.
All really good stuff there.
And also, on Sunday,
I have a Price Prediction Department video coming out on the BitBoy Crypto channel
specifically about HBAR and the method to my madness.
So be sure to check that out on Sunday.
Alright. Finally, here we are,
as you know, my favorite portfolio, the ISO 20022 portfolio.
As you know, this portfolio was a $5K buy-in.
We are up over $650 on this portfolio.
Absolutely bullish on that.
Don't worry about any of these coins down here.
This is just micros that were left.
This is not in the portfolio.
The coins in this portfolio are Cardano, XDC, ALGO, Stellar Lumens, XRP,
Quant, IOTA, and HBAR.
All very, very solid picks.
There are definitely some coins in this portfolio that are outperforming others,
so, as you know, all these coins on this list are focused,
their utility is focused on the global cross-border payment system.
I'm super bullish on every one of these coins in their own respect.
Personally, my own portfolio,
my DCA strategy that we talked about last time is called AHA Crypto,
which is just Cardano, HBAR and Algorand.
So my portfolio is kind of similar to this one,
except there's only three coins and not eight.
But it's still safe to be diversified.
Don't do something just because I'm doing it.
And I'm kind of doing this just as an experiment myself.
But I will be sure to keep you updated with that on Twitter.
So there we go.
Those are the four portfolios that we have been running with over time.
As you can see here,
with Koinly, you can see the total value, the cost basis, which is really cool,
like, where did you get in?
Where is it now?
How much are you up?
The total breakdown.
I really like Koinly.
It's a great app to use if you're looking to kind of separate your portfolios
and to experiment with what's working for you, what's not working for you.
This is a great place to do that.
So before we close today, I want to talk about the casino portfolio.
I'm not able to show you that one quite yet because it's on KuCoin
and we're not going to show KuCoin on here.
We have to find a way to get it over here.
But basically the gist is is that we picked three coins.
It is SHIB, DOGE and HEX.
So we're putting--
we put $1,000 into each one of those coins for the past nine days.
And we're putting the final $1,000 into each of them tomorrow.
So there will be $10,000 in each of those coins spread out over 10 days.
It will be completed tomorrow.
And we're going to see how that happens over time,
especially when we compare it to the, you know, the safer picks,
you know, to the Ethereums, to the Cardanos and the XYZ.
So I'm really interested to see how the casino portfolio lines up
because a lot of the times, at the end of the day,
crypto, a lot of it is speculation, a lot of it is utility,
but at the end of the day, it really comes down to the community.
It comes down to the people.
How bullish are they?
And with the community, how contagious are they?
At the end of the day, for me, and what I want you to take from this video
is that, at the end of the day, crypto is about community.
And just because a coin like DOGE, or HEX or whatever,
doesn't have, you know, global cross-border payment utility
doesn't mean that it doesn't have a contagious community.
And what I've seen over time is that the contagious communities
end up outperforming all the coins with the bells and whistles.
And we've seen this happen over and over.
I mean, look what Pepe has done in just the past week and how far it's gone,
how far it's gone back down, how far it's gone back up.
Money flows where the attention goes.
And it's always been like that in crypto.
So be sure when you're doing your own homework to keep a close eye
on what coins have the most contagious communities.
When you go through a Twitter feed,
and you're seeing people talking about this coin or that coin,
what posts are grabbing you the most?
Which of those people, those influencers are getting your attention?
There's something to be said there.
And it goes way past, you know, consensus mechanisms and Haskell coding
and all the things that the computer developers know a lot about,
but not everyone knows how to code
and you don't need to know how to code to be passionate about crypto.
So there you go.
There's your portfolio breakdown.
Ben will be back next week.
Thanks for tuning in.
My name is Ajwritescrypto.
Enjoy the rest of your weekend.