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Hey team,

Here are my current portfolio allocations.  It is clear I am heavy in DEXs! 

Please keep in mind that these allocations are subject to change, as some of these assets experience violent price fluctuations hour to hour. 

It's also important to remember that these are high-risk investments and they make up less than 5% of my overall SOL position, so be cautious when considering this portfolio.

I am also aware I cannot catch them all but my investing requires scrutiny around adoption, tokenomics, product market fit, leadership team etc. 

Finally, based on my analysis I feel underweight NOSANA.

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Anonymous

Lifinity had another pump wow!

Anonymous

Thanks, James! Will you do a video on Nosana in the future as well? I’m doubting to get in due too its low MC, but I want to diversify my portfolio (especially in the high risk-reward tokens). Looking to get into SHDW, Lifinity and Nosana…