Premium Investor Report #303

Written By
Lark Davis
First Published
March 8, 2024
Last Updated
September 5, 2024
Estimated Reading Time
12 minutes
303
In this article...

Gm friends,

I’ve made a lot of moves in my portfolio this week with the intent of being better positioned in AI. Hopefully it’s the right call!

We’ve also got a great deep dive into an up and coming crypto game that shouldn’t be overlooked.

And as usual, Sam has the top 3 NFT drops.

Let’s go!

For any crypto related questions please comment on the website. 


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Premium Investor Report #303 - - 2026

Buys and Sells 

I bought more MXM. Lots of upcoming catalysts that could move the needle. 

I bought more JUP this week.

Jup I still think has real potential with everything happening on Solana right now. Jupiter literally even beat Uniswap in dex volume the other day, at like 1/10th the market cap. Plus it has perpetual swaps and a launchpad.

Could be spectacularly wrong and lose loads of money, but feels like it has room to grow. 

I bought more Coinbase stocks by selling more lame ETFs.

I am ramping up my AI plays in the market via private sales (Raiinmaker and IONET, with another soon to be confirmed, Auki) and one new OTC deal with the guys at AIT. Which is a subnet of Bittensor and was incubated by Paal AI. Still a pretty damn low cap bet in the early stages. Reminds me of EMC, which is a partner.

Good upside if they get it right. BTW, it is not in my portfolio yet as the OTC deal has a one month cliff, AKA I don’t get my first tokens until next month. 

I felt pretty under exposed to AI, so between these, EMC and ROSE, and a few upcoming private market deals I think I will be pretty well exposed.

Fun fact: the whole market cap of AI coins is about the same market cap as Dogecoin. 

So current AI Portfolio is

  • EMC 
  • AIT 
  • Raiinmaker (unreleased)
  • IONET (unreleased)
  • Rose 
  • Auki (to be confirmed) (unreleased) 

Also on the short list of interest, but not yet bought, are Golem and Netmind although they have much larger marketcaps, but could be “surer” bets. I might, maybe, consider, buying one of them. And then no more AI coins after that! 

Still considering selling some of my under performers. Especially ARB. Not sure what my resistance to selling is, but the trigger has not yet been pulled. Especially as I add more coins in order to build out solid AI exposure. 

I sold my EGLD staking rewards. 

I took my JUP out of Kamino and locked it in the governance here. Feels like a bit of a gamble, but then again everything does.

Early voters will receive big rewards assuming the pool is not overly diluted. Sadly it means withdrawing my JUP from Kamino where it was earning some very nice points.

Hopefully it is worth it. You can read more details here

I exited Layer Bank on Manta Network, paid back my USDC loan, sold my STONE for ETH, taking a small loss.

I also used a few of the STONE to repay the loan. The risk reward of having it locked up there no longer seemed worth it.

I bridged out the ETH using Orbiter Finance and Owlto thus netting some more points for those potential drops. 

I put 6 ETH into minting PUFF potions, 4 on mainnet ETH and 2 on…

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Hi! My name is Lark Davis!
I’m a cryptocurrency investor with years of experience and I’ve been making consistent profits in the crypto space.
I’m passionate about helping others do the same, so I run multiple educational channels on crypto investing. 

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