late in posting, did some dramatic changes

Finance

QTF price remain stable 6insh, still waiting for the WW.

RBN price remains stable 0.17insh. They are now planning the transitiong of RBN to AEVO no later than jan 1 2024

Eth, nothing more to add but just keep adding

New portfolio is created, still in transition mode, should be complete before 2024 and a new website look.

ROOT has launched and now staking ROOT_NFT, The launch wasent that smooth, well, have to wait for the next 6 mths and see how its goes, either hero or zero.

Metaverse + Infra

Syntrophy has released the new whitepaper but nothing much about the tokenomics for now. should be change once mainnet in  2024 1Q.

Explore

DEFI

same as last month, using chainedge and also metal.tools to find alpha

NFT

Hodl on to my realvision, AEVO and ROOT Nfts

Returns and Recurring Income

Has been stable

STOCKS

Same strategy, planning to buy the dip for AI stocks

NOV Strategy

Stacked more NOIA, RBN, ETH when and where possible.

late in posting, did some dramatic changes

Finance

QTF price drop to 6insh, but the number of users is 600k. hopefully they will launch the wealth management wallet soon.

RBN price drops to 0.15-0.20. They have been launching new products and perps on the platform and is now the no1 dex for options.

Eth, nothing more to add but just keep adding

have sold off TRU and AAVE to start a new funding for using metal.tools to look for alpha. Have setup new wallets, shifted some assets over. the narrative is to trade 10k to a million… using secular and tactical strategy. Will talk more in the coming mths.

ROOT have now a new launch date 28OCt

Metaverse + Infra

Still waiting for Syntrophy new tokenomics this quarter

Explore

DEFI

same as last month, using chainedge and also metal.tools to find alpha

NFT

Hodl on to my realvision, AEVO and ROOT Nfts

Returns and Recurring Income

Has been stable

STOCKS

Same strategy, planning to buy the dip for AI stocks

OCT Strategy

Stacked more NOIA, RBN, ETH when and where possible.

Was late in posting, too busy with CE these days

Finance

QTF price remains stable at 7insh.

RBN price remains stable around 0.18-0.21

Eth, nothing more to add but just keep adding

TRU. thinking to sell off….

ROOT still have no news for new launch date.

Metaverse + Infra

Waiting for Syntrophy new tokenomics this quarter

Explore

DEFI

same as last month, using chainedge as the main tool to find alpha

NFT

Hodl on to my realvision, AEVO and ROOT Nfts

Returns and Recurring Income

Has been stable

STOCKS

Planning to buy the dip for AI stocks

SEP Strategy

Stacked more NOIA, RBN, ETH when possible.

Was late in posting, too busy with CE these days

Finance

QTF price drops to 7 insh, but they now paid 6% in daily interest based on USDC, USDT and USD, for more info, see https://help.quantfury.com/en/articles/8154900-earn-interest-rate-on-instantly-available-cash-balances-in-usd-usdt-and-usdc-currencies. still waiting for the wealth management wallet to be launched.

RBN price moves up  0.20 ish and TVL is moving up to 4 million Source – https://defillama.com/protocol/aevo . Team will intergrate RBN into AEVO thus updating the tokenomics and there there will be 1:1 exchange of tokens to AEVO, similar to Ethland to AAVE.

Eth, nothing more to add but just keep adding

FCTR price dropped to 0.20 insh, and went live

TRU, Treasury vault has launched in July , 4-6% yield still waiting for more products to be shipped.

ROOT has postponed the launch again and will. give 3 days notice before launched

Metaverse + Infra

Syntrophy prices are still dropping, the focus on the new DA layer was preceived well and they have launched developer’s kit. will have to wait and see for the next 6 months if there is any adoption. Fingers crossed.

Explore

DEFI

same as last month, using chainedge as the main tool to find alpha

NFT

Hodl on to my realvision, AEVO and ROOT Nfts

Returns and Recurring Income

Has been stable

STOCKS

Exited PLTR due to fat finger… oh well. Been rotating to ETH, LINK and UNI.

Aug Strategy

Stacked more NOIA, RBN, ETH when possible.

Finance

QTF price drops to 8 insh, still waiting for the wealth management wallet to be launched.

RBN price moves towards  0.17-0.18 ish and TVL is moving up to 4 million Source – https://defillama.com/protocol/aevo . Team is still shipping products, hopefully the tokenomics will be out soon in this quater.

Eth, nothing more to add but just keep adding

FCTR price dropped to 0.20 insh, V2 has launched, have to see how it goes

TRU, Treasury vault launching soon in July , 4-6% yield.

ROOT has postponed the launch to 26th July due to a security audit.

Metaverse + Infra

Syntrophy prices have been dropping, the team is still working on the tokenomics.

Explore

DEFI

same as last month, using chainedge as the main tool to find alpha

NFT

Hodl on to my realvision, AEVO and ROOT Nfts

Returns and Recurring Income

Has been stable

STOCKS

Exited SPLK, hodl to PLTR, S, PATH, CALM, LUM, NOK, trading ETH and LINK  as well.

June Strategy

Stacked more NOIA, RBN, ETH when possible.

One revamp on the finance, merge O2O to finance and split up the branch further:

Finance

QTF price hovers around 9insh, now is May, waiting for the wealth management wallet to be launched

RBN price dropped to 0.15-0.17 insh and been playing AEVO, slick interface with L2 infra and fast tx.

Eth, nothing more to add but just keep adding

FCTR, well, just keeps staking till next year, price dropped to 0.27insh…  hopefully they will start to shipped more features

TRU been dropping like the rest of the market, will have to review my decision about holding TRU in the next half of the year.

Metaverse + Infra

Waiting for Syntrophy to release more news about the super stealth web3 project.. fingers crossed.

Still going to hodl SHIB and BONE…..

Explore

DEFI

same as last month, using chainedge as the main tool to find alpha

NFT

Hodl on to my realvision NFTs.

Returns and Recurring Income

Has been stable

STOCKS

Stocks has took a hammer, now owning some stocks, see how it goes

Apr Strategy

Stacked more NOIA, RBN, ETH when possible.

Some revamp:

Finance

QTF price hovers around 9insh, waiting for the wealth management wallet to be launched, i heard the max investment is 50k, hopefully will see it launch soon,

RBN price hovers around 0.20-0.25 insh and AEVO has launched, will need an exchange pass to use AEVO and will played with it

Eth, nothing more to add but just keep adding

Added FCTR, its a defi middlelayer in Arb, interesting project where it can linked all other Defi projects in Arb where you can easily launch your own fund, and other stuff.

Metaverse + Infra

BETU is a failed project and they sold their coy to another investor, have to write it off.

Syntrophy is moving into DePINs (Decentralized Physical Infrastructure Networks) https://twitter.com/JSimanavicius/status/1643249063716962306

Still going to hodl SHIB…..

O2O (offchain to onchain Lending)

Tru has dropped back down to 0.07insh and seen TRU outflows, beginning to wonder my decision about truefi

Explore

DEFI

Shifted V2 polygon in AAVE to V3…. about time…

Have bought chainedge and using extensively to find trading edge in spot trading, to be used together with nansen to find confluence narrative.

NFT

Hodl on to my realvision NFTs.

Returns and Recurring Income

Has been stable

STOCKS

Added a new section where i list the tactical trading stocks

Apr Strategy

Stacked more NOIA, RBN, TRU, FCTR when possible.

Slight changes:

Finance

QTF price hovers around 9insh, they will launch a wealth management wallet  in the 3rd quarter, still debating whether to include the spread as a part of QDT. Hopefully have more news.

RBN price has come down to 0.21- 0.25 insh, and waiting for AEVO to lanched. In the mean time, they will also build on BASE, if they are successful, it could introduce 100 mllion registered users to use AEVO or RBN products.

Eth, nothing more to add but just keep adding

Metaverse + Infra

All has been stable and been bouncing a bit, will still continue to accumulate NOIA. Syntrophy has announced new stack back in feb 2023 for enterprise users and provide 50GB free for testing the stack. They are now working to migrate the blockchain from eth to cosmos, and rebuilding the tokenomics, and planning to launch fiat payments for using the stack in 2Q.

O2O (offchain to onchain Lending)

Interestingly, that TRU has shot up in value, not sure if its related to TUSD or the new credit vault being launch in the future, will need to check.

Explore

Exploring chainedge tool as well.

DEFI

Unfortunately, the move to R.earn did not materialize due to the state of crypto back in Nov last year. Instead, looking forward to moving to Arbitum layer for either RDNT, LYRA or FCTR.

NFT

Finally into NFT space, bought RealVision NFT and see how it goes, excited to what it entails in the future.

Returns and Recurring Income

Has been stable

Mar Strategy

Stacked more NOIA, RBN, TRU, FCTR when possible.

No change from Dec 2022, see:

Portfolio Dec 2022 Report and Jan 2023 Strategy

Planning to accumulate more NOIA and have started to trade more stocks based on FA, TA and options.

No change from Dec 2022, see here.

Planning to relaunch site and add more onchain analysis, and stocks stuff

Same as Oct:

Been away for the holidays for a while; hence, the delay, nothing much as change, was not hit by the FTX debacle.

Finance

QTF price has dropped to 8-9insh, they have launched fractional trading.

RBN price has been stable around 0.32- 0.35 insh and they are aggressively launching and building products like R.Lend, R.Earn, and Aevo, the options exchange.

Eth, nothing more to add but just keep adding

Metaverse + Infra

All has been stable and been bouncing a bit, will still continue to accumulate NOIA, and new partnership with Zenlayer.

O2O (offchain to onchain Lending)

Nothing much has changed, keep on HODLing..

Explore

Exploring nansen tools and finding ways to profit.

DEFI

will move from AAVE to DOV or R.Earn once the change arises – not changed

Returns and Recurring Income

Same as July, been stable

Dec Strategy

Stacked more NOIA, RBN and BONE when possible.

Similar to Sep:

Nothing much has changed except moving out of Home/Bacon.

Finance

QTF price has remain stable around 10-11insh, they have launched a spot wallet, and no news on the algo products yet. I am guessing launching the spot wallet in a precursor to staking QTF for the algo products that will be launched this year end (hopefully) or other tracks like options…. well, maybe, we’ll see.

RBN price has been stable around 0.32- 0.35 insh and they are aggressively launching and building products like R.Lend, R.Earn, and Aevo, the options exchange.

Eth, nothing more to add but just keep adding

Metaverse + Infra

All has been stable and been bouncing a bit, will still continue to accumulate NOIA. Recently, there was sort of sell off due a scammer about to scam tokens from the legal company representing NOIA. Well, there isn’t a lot of official news on it, just have to wait for the official news.

O2O (offchain to onchain Lending)

Nothing much has changed, keep on HODLing..

Explore

Based on the qualitative analysis, have sold Badger, still in the trade for SKL and graph, make a tactical mistake not to exit.

DEFI

will move from AAVE to DOV or R.Earn once the change arises – not changed

Returns and Recurring Income

Same as July, been stable

September Strategy

Stacked more NOIA, RBN and BONE when possible.

Same as Aug:

Nothing much has changed.

Finance

QTF price has remain stable around 10-11insh, Still waiting for the new products for the on-ramp/off-ramp and the algo products is coming.

RBN price has been stable around 0.20-0.35 insh

Eth, nothing more to add but just keep adding

Metaverse + Infra

All has been stable and been bouncing a bit, will still continue to accumulate NOIA. recently,

O2O (offchain to onchain Lending)

Nothing much has changed, keep on HODLing..

Explore

Based on the qualitative analysis, have sold Badger, still in the trade for SKL and graph, make a tactical mistake not to exit.

DEFI

will move from AAVE to DOV once the change arises – not changed

Returns and Recurring Income

Same as July, been stable

September Strategy

Stacked more NOIA, RBN and BONE when possible.

Aug portfolio as follows:

Nothing much has changed except have included two new category for HODL, secular and tactical, the basis of creating two category is to differentiate the time horizon for the coins based on qualitative analysis through the use of tokenterminal, nansen, messari, TAs and other tools. Will address this in a separate post.

Finance

QTF price has spike up to 9insh, i guess new products for the on-ramp/off-ramp and the algo products is coming.

RBN price has been stable around 0.20-0.35 insh

Eth, nothing more to add but just keep adding

Metaverse + Infra

Everything has dropped but will still continue to accumulate NOIA

O2O (offchain to onchain Lending)

Nothing much has changed, keep on HODLing..

Explore

Based on the qualitative analysis, have decided to going into tactical mode for graph and  badger.

DEFI

will move from AAVE to DOV once the change arises – not changed

Returns and Recurring Income

Same as July, been stable

September Strategy

• Stacked more NOIA when possible.
• drop LPT, THETA and VRA as i an forming a framework for evaluating tokens.