Gm friends,
Welcome back to another Wealth Mastery Premium Investor Report.
Let’s jump in!
Here’s what’s in today’s issue:
- My portfolio updates.
- Jesse has a deep dive on Zebec Network: Streaming finance at the speed of Solana.
- This week’s best airdrop opportunities.
For any crypto related questions please comment on the website.
Lark’s Portfolio
I bought
- Solana. One clear and simple reason. The ETF trade.
- More PEPE this week. Building a good sized position as a key ETH beta play. No expectation for huge Xs here, but if I can get a 5X on this I will be ecstatic.
- Virgen “the memecoin of Virtuals”. Feels like a good bet on the future of the Virtuals ecosystem.
- Virtuals to use to ape into more Virtuals agents. Although the asset itself is probably going to do pretty good considering the money making flywheel. So not adding it to active portfolio tracking just yet, but I do have a position.
- Might try and buy some IRIS (Virtuals launched ETH based AI agent getting huge hype). The use case is probably too nerdy, but the hype is real.
- Keeping an eye on MAMO. Been shilled by Coinbase CEO a few times. Ideally get it on a pullback.
I sold
- AI16Z for a loss. Auto Fun (so far) has been a failure. The Virtuals ecosystem is proving it is way better than AI16Z.
- Zentry the gaming narrative still sucks. Reducing my exposure here to just GUN. If GUN can’t make money then crypto gaming is fucked, plain and simple. Technically still unstaking, but I will sell it to buy more Axelrod or BIOS. Just to keep things tighter.
Other thoughts
- Cat Wif Mask has not rugged yet which is an encouraging sign!
- AI agent summer is here. Still early enough that money can be made, very little hype outside of niche circles right now.
- I am still interested in Internet Capital Markets, but have no exposure. Might put some money back in, but also keenly aware of the fallacy of trying to chase too many rabbits and catching none. Part of the reason I am not in the AVAX and HYPE trenches.
- Sonic, SEI, and Aptos have about the same risk reward metrics. I don’t need all three. Sonic keeps being the one that comes to the top of my mind to cut. Might use that money to buy SOL actually to run the ETF trade. Tricky proposition though, because if SOL doubles, then SONIC probably triples…
- Still feeling a bit light weight on memes. Maybe I even take the Sonic money and plow it into Dog Wif Hat as a SOL Beta play.
- Taking my money out of Kasu to put into AI agents.
Open BUY and SELL Orders
(NOTE: You should never blindly follow my moves. I share these for educational purposes, not as signals for you to trade on)
BUY
- N/A
SELL (% = how much of the total position is being sold)
- N/A
TO SEE MY FULL PORTFOLIO, CLICK HERE!
Altcoin Report
Zebec Network: Streaming Finance at the Speed of Solana
Zebec Network is building real-time, programmable money pipes, mainly for payroll, investments, and recurring payments.
Born on Solana and now active on EVM chains, the protocol lets funds stream by the second, not by the week. Its payroll product is already live, the Mastercard debit card adds a TradFi on-ramp, and cross-chain tools are running through Wormhole and Octobot. But questions around token utility, centralization, and adoption still…
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.
