Premium Investor Report #439

Written By
Lark Davis
First Published
June 27, 2025
Last Updated
June 26, 2025
Estimated Reading Time
9 minutes
In this article...

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 Magic Newton’s web3 AI platform.
  • This week’s best airdrop opportunities.

For any crypto related questions please comment on the website. 


Lark’s Portfolio

I bought:

  • Solana: I believe the ETF trade is coming and Solana is hard to fade. 
  • Pepe: Think this goes big when risk on conditions are right. 
  • Pengu: I still like the penguin coin. 
  • SEI: Before the pump! Yay! I think this is a good one to double down on from some of the stuff that I sold. 
  • Aptos: Taking the money from the sale of stuff like IOTA to double down here. 
  • Bitcoin: Not huge buys, but a little. Just felt like the right thing to do when the world was on fire.

As you can see this is exclusively doubling down on existing bags. Need to keep the portfolio much tighter moving forward for core positions outside of my low cap AI agent / meme bag.     

I bought some crypto stocks. My two bets are Semler Scientific for an undervalued Bitcoin treasury company and SBET for exposure to the Ethereum treasury idea. This is where some of my money from selling alt layer ones is going. 

I sold:

  • Sonic: Literally hours before the Coinbase listing was announced. CLASSIC!!! Anyway, should have cut this sooner. Moved the money into Solana. Not bashing on Sonic here, it is fine, but I am stretched thin on attention and that needs to stop. 
  • Iota: Which was a bit sudden, but I am really trying to hammer my portfolio into a much more manageable size. Portfolio creep has been a real problem of mine. I don’t need a bunch of coins to make money, in fact the fewer concentrated bets the better IMO. Iota is definitely making a come back story this cycle, but I am out for now. Consolidated the money into other existing bags IE SEI. 
  • Theta: Just a small amount to lock in some profits and move it into other things. 
  • Paalai: A small amount, locked in some profits and moving the money into other things. 
  • Haven’t done it yet, but will probably sell my VIRTUAL, I know I just bought it, but, I am realizing that I don’t want to make the time to be “in the Virtuals trenches” over the summer and logging in daily to claim virgen points. It is not worth it, mentally. So will take some of that put it into stuff like AXELROD AND VIRGEN MEME. 
  • Gloria: And put the money into Axelrod. Just consolidating here. 

Other Things

  • I put a few bucks, like literally $50 into Maple Finance. Just testing it out for now. 
  • Still need some other DEFI coin. Kamino and Maker Dao are both at the top of the list. Syrup is also tempting as an RWA play. No decisions made yet, and I would need to sell something to be able to bring one of these in. I feel now less exposed to the alt layer one trade (IE Sonic and Iota), but I still feel underexposed to the defi play. Need to change that. 
  • Didn’t buy any new memes yet. Wondering about if I will have time to keep up to date with them over the summer while traveling to see family. Truth is probably not. Need to keep it simple. 

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…

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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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