Refined the portfolio further. March portfolio as follows:
LOC, have let go LOC cause Hydra airdrop is over and there isn’t any utility for the moment other than waiting for Webjet integration to burn LOC supply.
TRU price has continue in a sideways mode
QTF price has remain steady in the 10-20 range
HYDRA price has slightly improved back to 8+ level
BetU price has been climbling up, hope the trends continue.
Esports will be integrated as well in March. Overall their development is lagged by 2-3 months which is pretty good in software development.
Have dropped DFYN and ROUTER, and switched them over to Thetanuts DOV vaults
RBN, move a sizeable chunk to buy and stake RBN, the tokenomics are pretty awesome IMHO.
bHome/Bacon, BAU, have been accruing BACON since jan, the unstake fees are too expensive, $300 in eth fees, will wait till BACON have a price
Decided not to go in PG cause its too expensive, still looking at Flux nodes, thinking to play around with basic node.
will move from AAVE to DOV once the change arises.
Returns and Recurring Income
My HODL portfolio for March has returned slightly over 100X, with 3 coins in the loss (50% drawdown for BetU, 3%, and 7% for SHIB and MANA respectively) and recurring income is mid four-figure range but this will soon dropped in March 22 due to HYDRA airdrop finishing by then.
- Stacked more TRU, BETU,RBN when possible.
- Continue with INJ dex.
- Came back to use Quantfury to trade
- Started a new metaverse fund where MC/FDV is between 0.8 and 0.95, with SHIB and MANA, will talk more about this metaverse selection.