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Zimagetsfox
@1st
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I'm in Long on two ecosystems right now.
I think Base will compete with Solana, let me just name the tokens I'm LONG on.
DEFI ecosystem Solana vs Ethereum vs Base:
$AAVE, $LINK, $KMNO, $MOPHO, $ONDO, $ENA
AI Narrative:
$ARC, #GRIFFAIN, $IO, I also farm $AO
ecosystem:
$FIL , $AR
+ I've farmed a lot of $m3m3 as I believe that the meme narrative will continue and I'm waiting for a generous drop from
@meteoraag
.
+ I've been stealing a lot of $Aero as I believe in the development of #defi on
@base
and am confident in the future of
@AerodromeFi
+ I staked some EYWA as I think the guys and their development is very underrated.
This is actually my entire portfolio
40% BTC 30% Stable 30% alts that I have described to you, but alts are mostly with shoulders, except for those that I staked. 0 reply
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To be honest, fundamentally it seems that we should short almost all top alts against bitcoin and even possibly ether, just understand there is no economic model in almost anything, bitcoin is at least limited and it is the first that is its main advantage, the old grandpa's chest is bitcoin, ether with its l2-l3, low lawn and infinite emission is the fuel for the network, I believe in ethereum, but! this does not mean that the ether ETH token itself will become more expensive, even if everything eventually works on it, there are no economic models anywhere, only bitcoin, only hardcore....
although there is Maker, there is an economic model there, but it is a technology company that can be killed by a new technology company...
so only speculate on short time frames, in the long term I would short all alts, even chainlink which I love so much, the company is super but why the token is needed still no one knows). 0 reply
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