Crypto Nova Profile picture
Apr 23 โ€ข 23 tweets โ€ข 11 min read Twitter logo Read on Twitter
1) ๐ด๐‘  ๐‘’๐‘›๐‘ฃ๐‘–๐‘Ÿ๐‘œ๐‘›๐‘š๐‘’๐‘›๐‘ก๐‘  ๐‘โ„Ž๐‘Ž๐‘›๐‘”๐‘’, ๐‘ ๐‘œ ๐‘‘๐‘œ๐‘’๐‘  ๐‘ฆ๐‘œ๐‘ข๐‘Ÿ ๐‘๐‘œ๐‘Ÿ๐‘ก๐‘“๐‘œ๐‘™๐‘–๐‘œ.

โ†’ ๐— ๐˜† ๐˜‚๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ๐—ฑ ๐—ฝ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ

Everything I hold and expect to do really well for months or years to come ๐Ÿงต๐Ÿ‘‡ Image
2) My portfolio will be split in 2 parts:

โ€ข Large holdings
โ€ข Low holdings

My large holdings can be seen as the main core.

My low holdings are riskier bets with a smaller %.

Both deserve their own section.

Raked from high mc to low.

โฉ Main holdings first โ†“
3) $ETH

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.

If I had to choose $BTC or #ETH it would always be #Ethereum.

I still like both though.
4) $ARB

Data still shows volume and activity on #arbitrum remains sky high.

I still believe the fair valuation is somewhere between 2-3$ and I'm still holding it after announcing my purchase at 1.10$.

Token unlocks aren't happening close to a year as well.
5) $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.
6) $XRD

#Radix is a promising layer 1 that has quite a few advantages over other competitors.

The main reason to include them however is because of the upcoming release of their smart contracts and trending ecosystem.

The discount and potential upside are also strong arguments
7) $KAS

While I am technically not holding this one yet, I will be.

My criteria prohibits me from buying into a rally which usually serves me well.

I missed the early run up but looking at stacking 0.20$ soon.
ghostdag protocol.
8) $AZERO

#AZERO is another layer 1 with high scalability and a large focus on privacy and compliance.

It's also a frontrunner on the #Zeroknowledge technology integration.
9) $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.
10) $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.
11) $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.

Lucky to have gotten in really early in this one.
12) $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.
13) $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.
14) The earlier you get involved into a project the riskier it is.

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

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

โฉ Low holdings next โ†“
15) $DIONE

Technically this isn't a small % of my portfolio anymore since it absolutely boomed when I last posted it.

Dione is a green energy layer 1 protocol that was fair launched with a really low valuation.

Still holding it as I believe it might have another leg up.
16) $WINR

A betting platform that's blowing most of the competition out of the water.

Their mainnet is right around the corner and valuation is still low.
17) $FCTR

An asset management protocol with vault offerings that allows people to invest in a diversified basket all at once.

Their product seems to be doing well but token valuation isn't following yet.

Usually it tends to catch up eventually.
18) $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.
19) $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.
20) $CSIX

Carbon is a web3 browser that's fully working and live.

Their product works really well and is a competitor to brave.

The only difference is that their valuation is still really really low.
21) $RELAY

#Relay is a really popular bridge aggregator that has been making waves lately.

They even took care of the $DXP to $VELA transition.

Bridging and swapping at the same time.

Criminally undervalued.
22) That's it โœ…

My main portfolio currently consists of 10 main projects.

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

This thread was an update to my portfolio post from a few months ago.

Making small amount of changes due to changing markets.

Nova out โค๏ธ
23) If you like these threads consider giving me a follow @CryptoGirlNova.

I write guides to make you a better trader including 24/7 live updates on the market.

Like/Retweet the first tweet below if you can:

โ€ข โ€ข โ€ข

Missing some Tweet in this thread? You can try to force a refresh
ใ€€

Keep Current with Crypto Nova

Crypto Nova Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @CryptoGirlNova

Apr 24
1) Looking to find out if a project is going to ๐—ฟ๐˜‚๐—ด ๐—ผ๐—ฟ ๐˜€๐—ฐ๐—ฎ๐—บ you in less than a minute?

Just take a look at the wallet holders with this tool.

Everything etherscan does but ๐—ฏ๐—ฒ๐˜๐˜๐—ฒ๐—ฟ ๐Ÿงต ๐Ÿ‘‡ Image
2) Blockchain has blessed us with a new level of transparency.

Gone are the days of hiding holdings or secret transactions.

Each token has its own explorer page like the example below.

The data is easily accessible but notice how unattractive it looks?

$QNT example โ†“ Image
3) @bubblemaps can visualize this data in a map with bubbles representing wallets.

Not only that but the bubble size represents the wallet size!

Immediately the most important wallets are shown and two bubbles are connected if there's at least one historical transaction.
Read 13 tweets
Apr 23
1) Even through the minor dip, all top on-chain indicators signal the ๐—ฒ๐—ป๐—ฑ of the bear market.

Here's what analytics firm Glassnode had to say ๐Ÿงต๐Ÿ‘‡ Image
2) Although there's a minor dip we shouldn't really be worried according to Glassnode.

$BTC has stayed above its realized price (RP) and 200-day moving average (MA) for most of 2023.

This has been a strong indicator in the past.
3) Realized price records the value of all $BTC at the price they were most recently bought, divided by the number of coins in circulation.

#Bitcoin also witnessed increased momentum in terms of network utilization, with upticks in active addresses and fee pressure.
Read 6 tweets
Apr 22
1) Using token terminal is like having a ๐ฌ๐ฎ๐ฉ๐ž๐ซ๐ฉ๐จ๐ฐ๐ž๐ซ.

Use it correctly and you'll find any 100x.

Here's a step-by-step guide ๐Ÿงต ๐Ÿ‘‡ Image
2) The largest advantage we have compared to traditional markets is on-chain data.

Everything is visible, recorded and transparent.

This leaves us with a large advantage for those knowing how to look it up.

Luckily we have tools for that and guides like these โ†“
3) 1๏ธโƒฃ Visit tokenterminal.com/terminal

You'll be taken to the dashboard where you can see a list of all the dapps Token Terminal covers.

You can sort the list by different metrics such as revenue, daily active users, tvl and many more.

What we really need however is up next โ†“ Image
Read 8 tweets
Apr 22
1) There are plenty of yield farming platforms providing passive returns in the crypto markets.

Not all of them are reputable and great however.

Here's a platform where you can get sustainable real returns on your assets ๐Ÿงต ๐Ÿ‘‡ Image
2) โญ Overview

@magpiexyz_io is a Multi-chain DeFi platform that provides yield and veTokenomics boosting services.

Magpie pools assets together to acquire governance tokens and converts them into veTokens.

This boosts yield for liquidity providers. Image
3) The platform allows users to deposit their Stablecoins, BNB, Liquid BNB, frxETH, ETH, WOM, and mWOM tokens in single-sided boosted pools to earn high APR%.

The project was incubated by @WombatExchange and aims to max governance power on protocols implementing veTokenomics. ImageImage
Read 15 tweets
Apr 22
1) True freedom isn't achieved untill you have others to enjoy that freedom with.

When reading @Axel_bitblaze69 latest post about being "saturated in life" at the peak of his financial freedom resonated with me a lot.

A short story ๐Ÿงต๐Ÿ‘‡
2) ๐‘‡โ„Ž๐‘–๐‘  ๐‘กโ„Ž๐‘Ÿ๐‘’๐‘Ž๐‘‘ ๐‘–๐‘  ๐‘š๐‘Ž๐‘–๐‘›๐‘™๐‘ฆ ๐‘–๐‘› ๐‘Ÿ๐‘’๐‘ ๐‘๐‘œ๐‘›๐‘ ๐‘’ ๐‘ก๐‘œ ๐‘กโ„Ž๐‘’ ๐‘๐‘œ๐‘ ๐‘ก ๐‘๐‘’๐‘™๐‘œ๐‘ค โ†“

Human beings are largely ๐ฉ๐ฎ๐ซ๐ฉ๐จ๐ฌ๐ž ๐๐ซ๐ข๐ฏ๐ž๐ง.

Grinding and working all in the hope of achieving something.

Mostly in search of a better life.
3) My best friend achieved ๐ญ๐จ๐ญ๐š๐ฅ financial freedom earlier than I did.

While crypto brought us both more riches I'm not at the level of lifetime retirement yet.

She has reached that peak though.

We talked and discussed about this a lot and a main conclusion ccame to mind.
Read 11 tweets
Apr 18
1) Market looking gooooood:

โ€ข $AZERO pumping
โ€ข $MLT pumping
โ€ข $DIONE pumping
โ€ข $ARB pumping

The wonders of having a diversified portfolio.

Other tokens I expect to be pumping soon based on FA and price analysis ๐Ÿงต๐Ÿ‘‡
2) $ASTR

After spotting strong early signs of accumulation in my earlier call #AstarNetwork made an explosive breakout.

The market usually follows with a healthy retest after.

This retest looks to be ending with a confirmed breakout on the daily.

Strong fundamentals as well. ImageImage
3) $CHNG

#Chainge has seen a very healthy uptrend the last couple of weeks mainly due to the amount of progress and flawless execution of their product.

The previous confirmed breakout is looking to retest soon with a continuation to the highs and beyond. Image
Read 5 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us on Twitter!

:(