Thread by @CryptoGirlNova

1) You asked and I promised.

"My ultimate survival portfolio"

The result of thousands of hours of research.

Everything I hold and expect to do really well for months or years to come 🧵👇

(fade at your own risk)

2) My portfolio will be split in 2 parts:

• Large holdings
• Low holdings

My large holdings can be seen as the main core of my portfolio.

My low holdings are riskier bets with a small % of allocation.

Both deserve their own section.

⏩ Main holdings first ↓

3) $ETH

This one hardly deserves an introduction.

The mother of all #DeFI and the foundation of every layer 2.

The only one I consider the safest hold in the entire market to park my profits in next to stables.

Even placing it above $BTC.

⏩ Currently sitting at 170b mc.

4) $QNT

Also called the undefeated champion of interoperability.

#Quant has made major advancements in real world adoption with even working on the next #CBDCs with officials.

The background, team, partnerships,...

#QNT really has it all.

⏩ Currently sitting at 1.6b mc.

https://twitter.com/CryptoGirlNova/status/1551704979588653056

5) $MINA

Also called the best #ZK-snark based layer 1 protocol and one of the lightest blockchains.

Zero-Knowledge projects haven't seen their full potential yet.

I'm betting this will become more popular and #MINA is pretty much leading it.

➡️ Sitting at a 590m mc.

https://twitter.com/OmarOnChain/status/1464337609619128326

6) $AZERO

There have been far to many layer 1 projects lately.

While most are empty promises I do believe taking a bet on a few with solid fundamentals is a good choice.

#AZERO is praised for its privacy oriented approach and high scalability.

⏩ Currently sitting at 270m mc.

https://twitter.com/CryptoGirlNova/status/1541806978334425089

7) $ASTR

The most popular Layer-1 chain in Japan and the only one officially registered as a crypto and not a security.

It's working closely with the government and is even ranked above $ETH and $BNB over there.

⏩ Currently sitting at 240m mc.

https://twitter.com/CryptoGirlNova/status/1608591135840309251

8) $MNW

Morpheus boasts a solution to bring the supply chain on the blockchain with its automated supply chain middleware platform.

It has shown massive resilience and growth the last few months and it's easy to see why.

⏩ Currently sitting at 65m mc.

https://twitter.com/CryptoGirlNova/status/1585045586897928194

9) $VELA

#VELA took the market by storm and quickly became one of the most popular dex on #Arbitrum even rivaling the likes of $GNS and $GMS.

The innovations and amount of features are insane and they aren't stopping here.

⏩ Currently sitting at 33m mc.

https://twitter.com/CryptoGirlNova/status/1614245203615043588

10) $MLT

A media focused platform on content creation for both creator and consumer.

Their added metaverse offering is growing larger by the day and is pretty groundbreaking.

Moreover they are backed by a huge giant in the media industry.

⏩ Currently sitting at 16m mc.

https://twitter.com/CryptoGirlNova/status/1586458961938612224

11) $CHNG

The most liquid cross-chain dex on the market that currently has access to 38 chains and counting.

Besides being a dex, it's also a full "DeFi gateway" offering many other features.

⏩ Currently sitting at 32m mc.

https://twitter.com/CryptoGirlNova/status/1563976626211328002

12) $USDT / $USDC / $BUSD

Stablecoins are always a core position in my portfolio.

Profits taken from investments need to be parked somewhere including having capital ready for new opportunities.

I've always split my exposure into 2-3 different ones.

(still holding $USDC yeah)

13) The earlier you get involved into a project the riskier it is.

In return however you'll get a whole different world of upside potential if it succeeds.

My allocation into the next few projects are considerably lower but I'm betting on higher returns

⏩ Low holdings next ↓

14) $CSIX

Carbon is a web3 browser that's looking to rival and overcome the current competition.

Although their token only launched a few weeks ago they already have a working product and tons of partnerships.

⏩ Currently sitting at 3.5m mc.

https://twitter.com/CryptoGirlNova/status/1632757677112832012

15) $FRM

#Ferrum is an interoperability protocol doing all the right things at a really low valuation currently.

They are still pretty much under the radar but the market always catches up to good fundamentals.

⏩ Currently sitting at 5.5m mc.

https://twitter.com/CryptoGirlNova/status/1580297713878732807

16) $ARC

#ARC is kind of an underdog but does a lot of things right.

Its "ARC reactor" is pretty amazing and is definitely worth the look and deserves way more exposure.

⏩ Sitting at a 4.3m mc.

https://twitter.com/CryptoGirlNova/status/1567628228281475074

17) $ROSN / $ROSX

A gamified multi-chain spot and perp #dex.

They want to make crypto trading more engaging by adding #gamefi elements.

They are really close to launching their token (rebrand) on Arbitrum soon.

⏩ Currently sitting at 4m market cap.

https://twitter.com/Only1temmy/status/1634226354144313348

18) $FCTR

An asset management protocol with vault offerings that are one of a kind.

It's main product is going live soon and the small market dip makes me believe this is currently a good bet.

⏩ Currently sitting at 4m mc.

https://twitter.com/CryptoGirlNova/status/1625495115652554752

19) $WINR

An upcoming betting platform that's already trending more than others.

#Gamblefi projects are doing really well and #WINR doesn't just look like the average project out there.

⏩ The presale is still ongoing and looks to be capping out at only 2m mc.

https://twitter.com/WINRProtocol/status/1630289602576539649

20) $DIONE

A layer 1 protocol that was fair launched with a really low valuation.

I took a bet on its large community and strong marketing.

No regrets here since they even made new all time highs in today's environment.

⏩ Currently sitting at 8m mc.

https://twitter.com/CryptoGirlNova/status/1629144763034386432

21) That's it ✅

My main portfolio currently consists of 8 main projects.

I purposely keep this below 10 so I can keep up to any changing environment and not spread myself to thin everywhere.

My 7 "high risk" plays are subject to change all the time.

22) Some of these turn into long term holds or stay for only a few days depending on the work and progress that's being made.

I also monitor these markets 24/7 and spend an immense amount of time compared to the average individual.

23) I recommend the average person spending a normal amount of time in these market to only focus on their "main holds".

Projects that are already proven with decent upside.

Projects that you trust to do well even when you don't look at them for weeks.

24) As a final note:

My portfolio is subject to change and I'm not tied to any single project.

What I'm holding today might not be what I'm holding tomorrow.

I'm not afraid to cut ties at all.

That being said I do feel comfortable with what I'm holding today.

Nova out ❤️

25) I hope you've found this thread helpful.

Follow me @CryptoGirlNova for more of these.

Make sure to also check out my weekly analysis classes to know how to find these 💯

Like/Retweeting the first tweet below would mean a lot to me 👇💟

https://twitter.com/CryptoGirlNova/status/1634633350811095046