Key insights

• Portfolio Strategy and Updates

  • 📊 Focusing on balanced growth and exposure to strong sectors for portfolio strategy
  • 📢 Plans for sharing portfolio updates on Twitter and launching a trading community on VirtualBacon.com

• RWA Sector Growth and Notable Coins

  • 📈 Small altcoins in the RWA sector experiencing substantial gains
  • 💹 Notable large cap altcoins in the RWA sector: Ando Finance, Mantal, Orion, Lumia, and Pendo
  • 🏦 Highlighting the standout Ando Finance with institutional adoption and partnership with BlackRock

• Meme Coin Portfolio Strategy

  • 🐕 Investing in meme coins on strong blockchains with market cap above $300 million
  • 💰 Limiting the number of meme coins in the portfolio to one or two per blockchain

• Developments in the AI Altcoin Market

  • 📈 Benser experiencing rapid price rally and consolidation phase, ASI undergoing fair token migration, Delium showing strong performance

• Key Points on AI Altcoins

  • 🤖 Investor overhang is decreasing with potential for Xborg token in the crypto gaming narrative
  • 🔬 Highlighting AI altcoins with unique approaches and strong tokenomics: Near Protocol, R weave, and Bit Tensor

• Challenges and Standout Projects in the Crypto Gaming Sector

  • 🎮 Challenges in the crypto gaming sector including token inflation, poor supply management, and unsuccessful game launches
  • 🌟 Standout projects with strong tokenomics and supply control: Superverse and Xborg

• Exploring Potential Investments in Layer One Blockchain Space

  • 🔍 Exploring potential investments in Base, Caspa, and Phantom in the layer one blockchain space
  • ❌ Not including Su, Tron, and Avax in the portfolio
  • 👀 Identifying upcoming networks to watch: Monad and Be Chain

• Investment in TON Coin

  • 💰 Investing in TON Coin, a layer one blockchain with strong adoption from the Telegram messaging app

• Adjusting Portfolio Percentages

  • 📉 Reducing exposure to Bitcoin and Ethereum and increasing emphasis on Solana
  • 💱 Emphasizing the importance of exposure to both Ethereum and Solana

• Focusing on Altcoin Narratives for 2025

  • 🎯 Key focus on meme coins, AI coins, gaming altcoins, RWA coins, and layer one blockchains for 2025

• Revisiting the Crypto Portfolio for 2024

  • 💼 Making significant changes to the crypto portfolio for 2024

Q&A

• Where can viewers find portfolio updates?

  Updates on the portfolio will be shared on Twitter, and a trading community will be launched on VirtualBacon.com.

• What is the speaker's focus for portfolio selection?

  The speaker emphasizes the need for balanced growth and exposure to strong sectors such as AI, gaming, meme coins, and RWA, aiming to be diligent in portfolio selection.

• What has been the growth in the RWA sector?

  The RWA sector, especially small altcoins, has seen substantial growth over the last year. Many coins have experienced significant gains, and large cap altcoins like Ando Finance, Mantal, Orion, Lumia, and Pendo have also seen considerable market cap growth.

• What is the speaker's approach to investing in meme coins?

  The speaker advises investing in meme coins on strong blockchains with a market cap above $300 million, limiting the portfolio to one or two meme coins per blockchain. The meme coins in the speaker's portfolio are PAY, MOG, Dog with Hat, and BRETT.

• What developments are happening in the AI altcoin market?

  Benser has experienced a rapid price rally and consolidation phase, ASI is undergoing a fair token migration, and Delium has shown impressive performance. These developments are contributing to the significant progress in the AI altcoin market.

• What is the focus of AI altcoins?

  AI altcoins are focused on decentralizing AI using blockchain. Some key AI altcoins include Near Protocol, R weave, and Bit Tensor, each with unique approaches and strong tokenomics.

• What are the challenges and standout projects in the crypto gaming sector?

  Challenges in the crypto gaming sector include token inflation, poor supply management, and unsuccessful game launches. However, standout projects like Superverse and Xborg have strong tokenomics and supply control, crucial for success in the crypto gaming space.

• What are the potential investments in the layer one blockchain space?

  Base, Caspa, and Phantom are potential investments in the layer one blockchain space. Moreover, upcoming networks to watch are Monad and Be Chain.

• How has the portfolio been adjusted for 2024?

  The portfolio percentages have been adjusted with reduced exposure to Bitcoin and Ethereum, and increased emphasis on Solana. There is also an investment in TON Coin, a layer one blockchain with strong adoption from the Telegram messaging app.

• What are the key altcoin narratives for 2025?

  The five key altcoin narratives for 2025 are meme coins, AI coins, gaming altcoins, RWA coins, and layer one blockchains.

• 00:00 In this video, the speaker revisits their crypto portfolio for 2024, highlighting the altcoin sectors they are focusing on for the next year. They have made significant changes, including removing underperforming sectors and adding emphasis on certain altcoin narratives. The key narratives they are concentrating on for 2025 are meme coins, AI coins, gaming altcoins, rwa coins, and layer one blockchains. They have adjusted their portfolio percentages, reducing exposure to Bitcoin and Ethereum, and adding a larger concentration on Solana. They emphasize the importance of having exposure to both Ethereum and Solana. They also discuss their investment in TON Coin, a layer one blockchain with strong adoption from the Telegram messaging app.
• 09:32 The market is facing a slow bleed with Tong's price breaking below $5; Base, Caspa, and Phantom are potential investments in the layer one blockchain space; Su, Tron, and Avax are honorable mentions but not in the portfolio; upcoming networks to watch are Monad and Be Chain.
• 18:56 The crypto gaming sector has faced challenges with token inflation, poor supply management, and unsuccessful game launches, but there are standout projects with strong tokenomics and supply control, such as Superverse and Xborg. Supply control and project integration with new games are key factors for success in the crypto gaming space.
• 29:05 Investor overhang is decreasing, Xborg token has potential in the crypto gaming narrative. AI cryptos focusing on decentralizing AI using blockchain. Near Protocol, R weave, and Bit Tensor are AI altcoins with potential. They have unique approaches and strong tokenomics.
• 39:14 The AI altcoin market is experiencing significant developments. Benser has gone through a rapid price rally and consolidation phase, making it a promising entry point. ASI, a merger of Fetch AI, Ocean Protocol, and Singularity Net, aims to leverage the strengths of these projects through a fair token migration. Delium, with its AI agents network, has shown impressive performance during the AI hype wave, particularly on Coinbase. The meme coin market, including Shiba Inu and Dogecoin, has gained traction due to strong chains, catchy memes, and a community-driven distribution model.
• 49:12 Invest in meme coins on strong blockchains, focus on those with market cap above $300 million, and limit your portfolio to one or two meme coins per blockchain. The meme coins in my portfolio are PAY, MOG, Dog with Hat, and BRETT.
• 58:43 The RWA sector, particularly small altcoins, has seen significant growth over the last year. Several coins mentioned in a video from 2023 have experienced substantial gains, outperforming many gaming altcoins. Large cap altcoins in the RWA sector, such as Ando Finance, Mantal, Orion, Lumia, and Pendo, have also seen considerable market cap growth. Ando Finance stands out with institutional adoption and a partnership with BlackRock, while Mantal and Orion Protocol show potential for future growth.
• 01:08:54 The speaker discusses his portfolio, focusing on sectors like AI, gaming, meme coins, and rwa. He emphasizes the need for balanced growth and exposure to strong sectors, aiming to be diligent in portfolio selection. Updates on the portfolio will be shared on Twitter and a trading community on VirtualBacon.com.