Hey crypto community! 👋 I’d love your expert opinions on my current portfolio (see screenshot for details). My goal is to streamline my holdings and focus on projects with strong long-term potential. Here’s a quick breakdown:
Current Holdings (Top Positions by Value)
- Large Caps: $BTC , $ETH , $BNB , $SOL
- Mid Caps: ADA, DOT, LINK, AVAX, HBAR, XLM, TRX
- Small Caps & Memes: DOGE, SHIB, FLOKI, PEPE, GALA, APE
- DeFi & Utilities: UNI, CAKE, AAVE, WBETH, FET
- Others: LTC, NEO, ATOM, ALGO, MANA, LUNC, SC
Key Questions:
1. Red Flags: Are there any coins here with weak fundamentals or fading relevance (e.g., LUNC, SC, BTT)?
2. Potential Cuts: Should I reduce exposure to memes (DOGE, SHIB, PEPE) or low-utility tokens?
3. Growth Picks: Which mid/small caps (e.g., FET, HBAR, LINK) deserve more allocation?
4. Blue-Chip Focus: Should I consolidate further into BTC/ETH/SOL or diversify into other sectors (AI, DeFi, L2s)?
My Thoughts (Open to Critique!):
- Trim: Meme coins, older projects with stagnant growth (e.g., NEO, XLM), and low-volume tokens.
- Hold/Add: ETH, SOL, FET (AI), LINK (oracles), and top DeFi like AAVE/UNI.
- Watch: HBAR (enterprise adoption), AVAX (L1 competition), DOT (ecosystem revival).
Thanks in advance for your advice! Let’s discuss—especially if you’ve researched any of these projects. 🚀
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Note: I’ve staked SOL (via Binance) and hold WBETH for yields—worth keeping or reallocating?
What are your thoughts about the Binance CMC Top 10 equal Weighted Index?