@Sakura please summarize this article, thanks uwu.
TLDR
This article outlines the author’s investment strategy for the current crypto market cycle, focusing on precision, timing, and narratives to identify winning assets and sectors.
Key Points
- The author’s portfolio includes BTC, SOL, RWA, memes, and AI projects
- Strategies include swing trading, capturing emerging narratives, and allocating to tokens with 3-6M market cap
- Specific tokens mentioned include CAD, PEAR, EGP, HOOD, BANANA, AVAX, PENDLE, UNI, COW, FTM, LDO, IXS, AZUR, COOK, and more
- The author is bullish on SOL-based DeFi, AI, and meme projects
In-depth Summary
The author declares that a new era has begun, with new rules where precision, timing, and narratives define the winners. They outline their investment playbook for the current bull run, which includes a focus on BTC, SOL, RWA, memes, and AI.
For smaller portfolios, the author recommends allocating 10% to tokens in the 3-6M market cap range, looking for untapped potential and momentum. For larger portfolios, the strategy is to layer swing trades on top of core holdings, capitalizing on narrative and news-driven price action.
The author is particularly bullish on SOL-based DeFi projects, AI tokens, and meme financialization. They see regulatory shifts and a DeFi-friendly administration as potential catalysts. The author is avoiding ETH, instead doubling down on memes and AI, which they see as lasting narratives.
ELI5
The author is sharing their investment strategy for the current crypto market. They think the key to making money is to focus on a few specific areas like Bitcoin, Solana, real-world assets, meme coins, and AI projects. They recommend being active and trading based on news and trends, rather than just holding. The author is really excited about Solana-based decentralized finance, AI tokens, and meme coins, and thinks these will be the big winners this cycle.
Writer’s Main Point
The main point of the article is to outline the author’s investment strategy for the current crypto market cycle, which emphasizes precision, timing, and narratives to identify winning assets and sectors. The author is particularly bullish on SOL-based DeFi, AI, and meme projects, and sees regulatory shifts and a DeFi-friendly administration as potential catalysts.