Nézd meg az élő Sei árfolyamot az EUR. Vásárolja meg Sei vagy adja hozzá Crypto Stratégiájához.

4/5

What about altcoins? Everyone seems afraid of buying them but history is telling us something else. After a big flush, comes the big push to the upside. Expecting a similar setup to play out in the coming weeks🚀$INJ $RUNE $LINK $OSMO $SEI $ETH

It's been a long time since we rebalanced our portfolio. This pre-halving dip however is too attractive not to add to our favourite alts.

We bought beaten down $RUNE and $INJ and $SOL and $SEI with $BTC and $ETH.

We are confident that these coins will do very well in a post-halving upswing of the cryptomarkets.

Looking forward to the next few weeks!

1/4

These are the buy and hold returns from April 1 to the present. 

I provide this information to help you see the extent of the decline resulting from the black swan event last night and the night before and compare its impact from the opening of the month. 

You can evaluate this discounts in relation to your investment as this is an appropriate opportunity to buy discounts as in Mid of last March.

It is always better to invest in a passive index with objective rules and no survival bias.

You can review the components that my indexes possess periodically and compare your performance with my indexes that objectively organize the cryptocurrency market according to the method of your investment, or use them to form your own strategies or customize your investment and increase your understanding of developments in the crypto market.

I'm a momentum investor, I buy winners and sell losers here.

The winner remains a winner and the loser remains a loser.

But you can benefit from this information according to your strategy if you are buying dips.

Blockchain Infrastructure sector ex-$ETH

$SOL

$ADA

$AVAX

$DOT

$MATIC

$ICP

$NEAR

$APT

$STX

$ATOM

$ARB

$HBAR

$OP

$INJ

$FTM

$TIA

$SUI

$SEI

$ALGO

$FLOW

4/5

SEI is a great example. A few weeks ago, it was trading at $1. Yesterday, it was sitting at our trackline, currently positioned at $0,60. After the liquidation event, we were able to buy it at $0,52. Although the daily candle closed below the trackline, we are confident that this buy will age well. The same goes for all other altcoins. Will come back to this post in a couple of weeks😉

We were buying:

$RUNE below $5,8

$SEI below $0,55

$LINK below $15

$INJ below $24

$OSMO below $1,05

Rebalans strategije Titanium Basic ⚖️

V okviru naše strategije aktivnega upravljanja smo zaključili  rebalans portfelja Iconomi Titanium Basic. Menimo, da ima Solana ($SOL) velik dolgoročni potencial, zato smo njeno alokacijo povečali za 10 %.  Osredotočili smo se na uveljavljene tokene z dokazano preteklostjo, zato smo odstranili tokene Jasmy ($JASMY), Celestia ($TIA), Sei Network ($SEI) in Sui ($SUI).

Da bi dosegli bolj razpršen portfelj in ohranili želeni profil tveganja, smo posodobili naložbeno strategijo. To vključuje tokene Binance Coin ($BNB), Chainlink ($LINK), Polygon ($MATIC), Avalanche ($AVAX) in Ocean Protocol ($OCEAN) v portfelj, hkrati pa se je zmanjšala alokacija Injective ($INJ).

Verjamemo, da imajo blockchain tokeni svetlo prihodnost, saj so največji, najdlje delujoči in zato predstavljajo ključne projekte na področju decentraliziranih financ. To poudarja namen naše strategije Titanium Basic.

Verjamemo tudi v Chainlink ($LINK), ker ima močne temelje, saj je največji oracle z največ uporabniki, in je projekt z dolgo zgodovino, ki se bo še naprej uspešno razvijal.

Še naprej smo zavezani doseganju dolgoročnega povečanja vrednosti  za naše sledilce, zato bomo še naprej spremljali razmere na trgu in po potrebi prilagajali portfelj.