[Tom Frederick]

GM ARC family! I want to talk about portfolio building today. This discussion was brought up in a recent office hours.

The first thing to get right is “keep it simple”. Over diluting can lead to a portfolio that is too hard to manage. Research and identify 10 -15 tokens that will make up your core portfolio. To do that you’ll want to identify narratives that you believe have the most potential. DePIN, RWA, Gaming, Memes… What are your bluechips, midcaps, and low cap plays?

Finally, consider your allocations. How much to hold in each category. Are you a conservative investor who keeps 75% in bluechips, or a risky “degen” who holds more than 10% in lowcap, risky plays?

The Galaxy course goes through all this at a very high level. Coming to ARC classes allows you to understand more deeply.

For a great overview of the kind of thinking I am talking about, here is a recent video from one of my sources.

https://youtu.be/gNPeSeUpE90?si=7a4t89hMrnHWhLd_

[Tom Frederick]

Here is a good article to start understanding narratives:
https://www.coingecko.com/learn/crypto-narratives

coingecko.com

Challenge Verification | CoinGecko

Challenge Verification | CoinGecko

[Tom Frederick]

One thing that savvy investors do is keep up with DeFi news and watch what large asset holders are doing. The latter is often called “Whale Watching.” It looks like there are some tremors in the DeFi ecosystem in advance of Unichain (the new blockchain that will be formed by Uniswap, one of the largest DEXs in the crypto space). As this blockchain launches, significant fees will shift from Ethereum to Unichain. This could benefit holders of the UNI token.

https://nulltx.com/whale-accumulates-defi-tokens-amid-uniswaps-upcoming-launch-of-unichain/

nulltx.com

Whale Accumulates DeFi Tokens Amid Uniswap's Upcoming Launch Of Unichain - NullTX

A major crypto whale has been making significant moves in the DeFi space, accumulating various tokens.

[Tom Frederick]

You’ll need to add it as a custom token. Go to the Enzyme site and copy the token address from the URL. Then open Rabby and look at your tokens. Click the circle with plus sign inside. Paste the token addresses.

If you struggle you can watch a recording of Into the MV. We cover this every week.

[Tom Frederick]

Any thoughts on tasks to complete to set up for air drop?

[Tom Frederick]

Did you try debridge?

[Tom Frederick]

Hey ARC Fam, I was tooling around DeFi today and noticed that AAVE has a supply APR of 26% for ETH on Base network currently. So, if you are just holding ETH in your wallet and want to make 26% APR, you can stake it on AAVE. @Jerome
https://app.aave.com/?marketName=proto_base_v3

app.aave.com

Aave - Open Source Liquidity Protocol

Aave is an Open Source Protocol to create Non-Custodial Liquidity Markets to earn interest on supplying and borrowing assets with a variable or stable interest rate. The protocol is designed for easy integration into your products and services.

[Tom Frederick]

Well, Syrup looks good for a stablecoin ROI…until you look at Solend…You can bridge your USDC over to Solana with DeBridge and then supply USDC at Solend for…wait for it…300% APR.
https://solend.fi/dashboard?pool=616Kxm68sCsFJTzKfqJYt1o2Na5qrujgfhrhUJsSPXHx

solend.fi

Solend | Lend and borrow on Solana

Solend is a DeFi protocol for lending and borrowing on the Solana blockchain. Think Aave or Compound on Solana. Solend allows anyone with an internet connection to earn interest by lending their crypto assets, and allows them to use their … Continue reading

[Tom Frederick]

Nice find! 🚀

[Tom Frederick]

For this week, let talk about building your balanced portfolio. One thing you may want to ask yourself is, “Which narratives do I think will be profitable in the bull run? DePIN, AI, Gaming? Here is an article to get you started investigating AI related tokens. NFA.
https://coingape.com/top-ai-crypto-tokens/

coingape.com

Best AI Crypto Coins To Invest In 2024

Here we have the list of top crypto ai tokens analysed by the industry experts , worth investing in 2024. Check the best ai coins to buy now

[Tom Frederick]

Wow! Look at the gains on these tokens in 24hrs… and one week. Amazing!

[Tom Frederick]

I just posted on the newsfeed…I like these:

AI| TAO, FET, NEAR, RSS3/PAAL?

DEPIN| RNDR, ATH, DOT

Defi| AERO, LINK, JUP, ZRO, WELL

Meme| WIF, PEPE, BRETT, FOXY

Layer1| SOL, SUI, KAS, INJ

Layer2| AVAX, OP

RWA| CPOOL, GFI, CHEX

Of course, all these are a means to an end. Buy them, take profits, roll into BTC and long term investments. Crypto is like the game of musical chairs. You don’t want to be caught HODLing when the music starts. The music may have started last week.

NFA | DYOR

[Tom Frederick]

Same

[Tom Frederick]

@caseycraig Anything we need to know about the merge or claiming new tokens?

[Tom Frederick]