I prefer to focus on projects with real growth and crazy development activity. $LUNA is one of them and this is the reason why it represents such a big percentage of this strategy. When it comes to $LUNA, we are burning the supply extremely fast, as a result, the price goes up organically
The burning is also perfectly reflecting the growth of their ecosystem as well as the adoption of their stablecoins, which are their main product. The product is also widely used and has found a product-market-fit. The fact that Binance started to adopt it speaks for itself
Furthermore, their stablecoins are used also on other blockchains so with $LUNA, we are actually betting on the growth of other blockchains like $SOL, $ATOM, $AVAX at the same time.
Apart from $LUNA, my focus remains on $BTC and $ETH since they will be the first 2 coins to get adopted by big financial institutions. Why? Simply because they are the biggest and most recognizable cryptocurrencies. As a result, also the easiest to sell to investors
Therefore a lot of beginners are starting to invest in those two. When banks start to offer crypto to their customers, those 2 will likely be the first they will start to push to the market. Both are also very limited in their supply with $ETH even burning some of it while transactions are taking place. Therefore, we can expect supply shock and huge upside once the banks start to offer them