Taking some profits from this huge $FXS pump.

Seeing a bit of good DeFi price action again - adding some $AAVE and $MKR, staying bullish on $CRV, $CVX, and $RUNE.

Update for $MKR

While MakerDAO is still one of our smaller holdings, but it still holds a solid position in the portfolio structure of 8% i decided to give an update of how undervalued this DeFi gem realy is.

While the market in January went into extreme selloff, the protocol profited from extreme volatility and liquidations.

Just look at the data presented from the MakerDAO foundation. If this would be a stock, wall street guys would be selling kindeys to buy this undervalued gem.

Maker DAO protocol revenue has just increased on a monthly basis from December to January for +221%

Maker DAO is one of very few DeFi protocols that has 0 token incentives but by nature it is deflationary with buyback burnouts. Sooner or later the fundamentals will kick in.

I can smell supply shock for $MKR in the air is in the making 

I would like to make a longer summary for Maker DAO here but sadly i am limited to just 1 graphic presentation. But i believe the stats don't lie how fundamentaly strong this DeFi gem realy is.

Update for $MKR

While MakerDAO is still one of our smaller holdings, but it still holds a solid position in the portfolio structure of 5% i decided to give an update of how undervalued this DeFi gem realy is.

While the market in January went into extreme selloff, the protocol profited from extreme volatility and liquidations.

Just look at the data presented from the MakerDAO foundation. If this would be a stock, wall street guys would be selling kindeys to buy this undervalued gem.

Maker DAO protocol revenue has just increased on a monthly basis from December to January for +221%

Maker DAO is one of very few DeFi protocols that has 0 token incentives but by nature it is deflationary with buyback burnouts. Sooner or later the fundamentals will kick in.

I can smell supply shock for $MKR in the air is in the making

I would like to make a longer summary for Maker DAO here but sadly i am limited to just 1 graphic presentation. But i believe the stats don't lie how fundamentaly strong this DeFi gem realy is.

Changed the portfolio to the strongest juiciest looking ALTS at this moment of time; $MKR, $LUNA, $SNX, $ATOM, $KNC and $DYDX.

3/3

What does this mean for GRAZZP.

I believe the bottom is close and most sellers already sold.

The past shows that strongest ALTS (vs BTC) during downtrend, will go up the strongest. Therefore I've added $MKR, $OCEAN, $REQ, $QSP and $KNC

Just an update on $MKR

Maker DAO by the numbers for 2021

Maker DAO is the only Decentralised Autonomous Organisation that generates nearly 100M$ in revenue in fully decentralised, trustless way.

It's growth is astonishing.

In 2020 it's annual protcol revenue was 3,7M$ +

In 2021 it's annual protocol revenue was 98M$+

Basicly revenue increased +1581% but Maker DAO market cap increased for only +301%.

I am just speechless how crazy undervalued this gem is.

It's P/E ratio is one of the lowest in crypto space. It has highest TVL in smart contracts.

In stock market investors would be selling kidneys to buy sucha undervalued gem. Also burning of MKR tokens is not included in valuation.

Recently we have made bigger portfolio adjustements and added some unfamiliar assets. I just want to say we are preparing for next narrative changes in crypto. We believe the leading trend narratives for 2022 will be: multichain, DeFi 2.0, L2, DAO's & metaverse.

One of our bigger bets is now also $MKR , the most profitable DAO & DeFi protocol, earning more than 400K$ per day. It's also a deflationary asset.

Bellow you can see Maker DAO "Protocols earnings and price deviation"

Don't know how long market can ignore this, my bet is not for long. Last time this happened, $MKR price exploded after certain period of time.

Mcap vs TVL Analysis (data as at 17th Dec)

Latest analysis and DeFi alpha released on our blog here

$MKR , $AAVE , $COMP , $UNI , $CRV , $SUSHI , $SNX , $BAL , $REN , $YFI , $CVX and $LDO (Since last update in early Nov, TVL locked at $MKR is up 95.6% and $CVX increased MCap by 14.4% in really tough market conditions).

Changed the portfolio and added the strongest alts that look ready to make interesting moves; $SAND, $MKR, $REN and $ATOM.

At the same time, i'm still not confident about $BTC doing up, up, up therefore we still have some $USDT to buy the dip (if it comes).

If we do go to All Time High and price discovery mode, then that's no problem at all 

Monthly Rebalancing:

In: $HBAR $MANA $NEAR $FLOW

Out: $NEO $BTT $MKR $KSM

Strategy now fully open to public 

- Long-Term-Invest

- Based on assumption of general growth of crypto market

- Invest in Top 25 Crypto Currencies based on Market Cap

- Monthly equal weight rebalancing

- Attractive Following with minimum fees