This investment thesis outlines a strategic approach to the upcoming crypto bull run anticipated between Q1/Q2 2024 and Q3/Q4 2025. It emphasizes key themes such as Gaming, Wallets, DEXs, launchpads, and potential unforeseen narratives. The primary strategy is to acquire and hold undervalued assets within these themes, divided into three categories based on risk tolerance.
Portfolio Breakdown:
Speculative Alts (1/3rd)
Blue Chip Alts (1/3rd)
Wealth/Profit Protection (1/3rd)
Highlighted Assets:
Blue Chip Altcoins:
Chainlink (LINK) – A top crypto infrastructure coin with potential for significant growth.
Polygon (MATIC) – A leading Layer 2 to ETH with innovative technology and strong development team.
Solana (SOL) – A prominent NFT Layer 1 chain with impressive user numbers.
Fantom (FTM) – Noteworthy for its advanced EVM tech stack.
Immutable X (IMX) – A key infrastructure player in gaming and GameFi.
Speculative Altcoins:
Radix (RDX) and Near (NEAR) – Early-stage Layer 1 projects with high potential TPS but carry higher risk.
PancakeSwap (CAKE) – A major DEX with potential for substantial growth.
TrustSwap (SWAP) – A high-quality launchpad prioritizing quality over quantity.
XBorg – A GameFi infrastructure project with innovative products and strong backing.
Wealth & Profit Protection:
Allocation in Bitcoin (BTC), Ethereum (ETH), and USD Coin (USDC) for safeguarding profits.
Conclusion:
This investment strategy serves as a guide and is not financial advice tailored to individual circumstances. The bear market presents a rare opportunity, especially within the context of the transformative nature of cryptocurrencies and impending global financial challenges. It is positioned as an exceptional chance for financial independence for generations to come.