Gm friends,
Welcome to another edition of the Premium Investor Report.
Let’s jump in!
Here’s what’s in today’s issue:
- My portfolio updates.
- Jesse has a deep dive on Notcoin.
- Sam has the top 3 NFT drops.
For any crypto related questions please comment on the website.
Buys and Sells
I need to add more to my memecoins.
Love them or hate them memes are going insane this cycle.
Here is what I am thinking.
First, I don’t need to find the next sub million market cap coin. I am happy to get a liquid 10X on a bigger coin. With that in mind.
- DOG – I like it. Dogs are cool. Dogs on Bitcoin, also cool. BUT, RUNES lack normie adoption and broad exchange support. I could buy it on Bitget though. Feels like the kind of thing I could throw one BTC into and hope to get 3 or 4 back in the future.
- WIF – the hat has stayed on for the break out dog story on Solana. The market has really loved WIF, but I wonder if it has become almost too consensus? Too played out?
- BONK – the dog not to be counted out. Keeps neck and neck with WIF. Although I feel like the bleeding edge of meme coin tech AKA putting a hat on the dog is more attractive though. But maybe BONK is the contrarian play to WIF?
- PONKE – the wild eyed monkey. A Solana based meme coin. I like monkeys. Tempting, especially considering the market cap.
- BILLY – A new comer and much riskier, albeit with more upside.
Not sure what I will do here, but feels like I should have exposure to one of the Solana memecoins.
- PEPE – OG Ethereum meme coin. Under 4 billion market cap, but still a big cap meme. I like the meme and this probably goes way higher this cycle, but I would really love some kind of pull back. Feel like this compared to BRETT, might as well just double down on BRETT.
- TOSHI – I don’t love cats. But, this meme on Base probably has some room to run. BUT, I also don’t want more BASE meme exposure. If I do go for more BASE meme exposure then I will buy more BRETT.
- TON based memes are probably going to reprice way higher. Something like Resistance Dog could be worth watching.
- Add to existing memes? I like the idea of buying more BRETT, maybe even some more BENJI, the dog of Base, but I probably have enough FOXY (Linea) and PUFF (Mantle).
I am still undecided, but will update you when I make a call.
OK, update a day later from writing the above. I bought more BRETT and BENJI.
I am strongly considering PONKE and maybe… just maybe DOG TO THE MOON…
Moving on…
I took some more DAI out of one of my ETH vaults, I used that money to buy more Ethereum, which I then put back into the vault. So essentially buying more ETH using the loan. This slightly increased my liquidation point for the loan.
I claimed my JUP staking rewards. About 20% ROI. Which is very nice. Plus, maybe an extra 1% or so from airdropped coins. Overall feels like a win for the JUP thesis. I might do one more round of staking and voting and then unstake my coins and prepare to sell them higher, but I will keep an eye on the market dynamics and update you. That is just my ad hoc thoughts as I write this.
Sold some AERO staking rewards for USDC.
I claimed my DOP and put in a sell order for it at 5 cents. That will get my initial capital back. Need about a 200% rally for that to happen from here, but that…
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.
