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2022↑

Portfolio Nov 2022 Report and Dec 2022 Strategy

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.

Portfolio Oct 2022 Report and Nov 2022 Strategy

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 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.

Portfolio Sept 2022 Report and Oct 2022 Strategy

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 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.

Portfolio Aug 2022 Report and Sept 2022 Strategy

Aug portfolio as follows:

Nothing much has changed except have included two new category for HODL, secular and , 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 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.

Portfolio July 2022 Report and August 2022 Strategy

July portfolio as follows:

Nothing much has changed except exploring a new portfolio, Video. * indicates blockchain that has been granted patent.

Finance

QTF price has been stable around 5insh

RBN price has beens stable around 0.20insh

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

still exploring NOIA and also video transcoding options.

DEFI

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

Returns and Recurring Income

Same as June, been stable

August Strategy

  • Stacked more NOIA ,RBN when possible.
  • look into stacking LPT, THETA and VRA