Gm friends,
Welcome to the end of the week and another Premium Investor Report, where we deliver crypto alpha like clockwork.
Let’s go!
Here’s what’s in today’s issue:
- My portfolio updates.
- Jesse has a deep dive on Golem Network.
- Sam has the top 3 NFT drops.
For any crypto related questions please comment on the website.
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Buys and Sells
I claimed my PUFF. Holding for now. I think this has some room to run during the quests. If you held METH on Feb 11 then you can also claim.
But, I didn’t stop there. I also sent a few ETH over to Mantle to buy even more PUFF. Feels like not fading Bybit and the Mantle team who are directly backing this is a good idea.
I claimed my Nibiru tokens from my venture investment. This was a bit of a crazy investment, it immediately shot up to become the #3 coin in my portfolio. Wow.
Anyway, I am holding it for now. Aside from taking out my initial investment. I am holding and staking this coin.
Current market cap is low compared to competitors and after taking out initials this is basically a risk free bag.
I am unstaking my EGLD. Might finally sell it. Will decide next week when the unlock finishes.
Definitely feel like I need to keep the portfolio more lean though. EGLD, KEX, HFT, and ARB all possible sells for me.
I am also unstaking and selling my MEX. Going to put that money in JUP. Maybe a mistake, but that is what I am doing now.
I sold 20% of my ARB. I used the money to buy more JUP. Just felt like time. If ARB decides to stop being a stablecoin, then great, but otherwise I want more JUP.
I feel like the premier place to do everything on Solana is undervalued, and can have a huge run this cycle. I could be wrong and lose my shirt. Let’s see 😂
I redelegated my INJ away from Talis back to my previous validator SCV. They charge half the fees. Nice game Talis had going there. Get people to delegate, give a lame airdrop, and charge twice the staking commission of other valdiators. LOL. Anyway…
I also claimed my INJ staking rewards and sold them.
I sold the AEG that I got from the first distribution from my venture investment back in 2022. Have not broke even, but recovered much of my initials.
I decided to sell my Spool. Should have stayed with my initial thoughts on this when I exited back in late 2022 and not re-entered. Now it will probably moon. Always the case with things you sell.
I invested in Taiko via presale.
Farming
I did some of the tasks for IONET Galxe campaign. Costs 0.02 BNB to get the proof of humanity passport. And a further 0.01 BNB to get my web3 score. Which is nothing in the grand scheme of things considering how often Galxe tasks are required for airdrops.
This shit is super annoying, and I don’t have the time to do all the tasks. Not even close. BUT, that is why Galxe tasks might be worth it. You would be a psycho to do this crap for 10 wallets, even one feels like a lot.
I did a few of the Galxe tasks for Polyhedra. Then, apparently, a few hours later the snapshot was taken. Now we wait to check eligibility.
I did the Magpie Galxe quests. I also claimed a badge NFT here.
I did the Taiko Galxe tasks.
I did a…
