Portfolio July 2024 Report and Aug 2024 Strategy

Was late in posting, rekt in aveo and quantury tactical due to stock rout and worsening economic outlook which the investor feel that FED took too long for rate cut. Going to be tough for the Aug and Sep.

Finance

QTF price dropped till 5insh, nothing has changed, waiting for Hyperion abitration results

Eth, nothing more to add but just keep adding

Lychee protocol again, release the update address list, now waiting for launch.

Metal is waiting to relanuched, no news again

CX has migrated to V3, waiting game.

Metaverse + Infra

Migrated the NOIA to SYNT token but price action has been dismayal due to no marketing and overall market sentiment

CETI has a 60 million investment from BCII, marketcap has been 30-40 million, by right should be atleast 60-80million, still very under the radar. Going to switch to AEVO to CETI, the AI + Blockchain narrative is strong.

Explore

Priority now is CETI, keep accumlating till Sept and see how they are progressing. have to wait for more news

DEFI

same as last month, using chainedge and glassnode

NFT

Hodl on to my realvision, AEVO and ROOT Nfts

Returns and Recurring Income

Has been stable

STOCKS

Holding off , focus on crypto

Strategy

Stacked more NOIA, CETI when and where possible. will hold off posting results from Quantfury, looking at breakout app and intend to trade there.