Long-term Trading Strategies in Crypto

Um, so yeah, markets are back, things look great.

I just wanted to ask you directly, what are the best long-term trades to make

right now for our audience?

Yeah. Um, I would say going into the bull market,

I kinda said on a few

episodes ago, like, you wanna have 60, 70% of your portfolio in safer plays,

kinda

like majors that you're, are confident in holding for a long term.

Um, and you can kinda, like, dollar cost average into those

when stuff is down a

lot, and your plan is to hold them for, like, six months plus.

So, as I said, stuff like Bitcoin, Eth, Sol, Hype,

um, and then you want one in that group that's kinda like your higher

risk, but, like, mid-cap, like, high conviction play, and for me, I think

that's Pump right now. Um, so I would say to split up your portfolio

in that way.

I think Pump and Hype are probably, like, the highest risk, highest reward

plays out of that group right now. I think Zcash is still a really

strong play also in that group that you kinda can lump into the, the 60,

70% bucket. Um, and I would say, like, the 30,

40% is your, like, rotational portfolio, higher risk

portfolio, so that's, like, all the on-chain stuff,

look at the micro caps, the,

the trends that may pop up. Like when you see a meme that's trending

and going

viral, okay, maybe you're gonna bet on that.

When you're playing, like, perps or you're playing with a new, um,

platform or new

startup that just tokenized, um,

leverage plays, all that is kinda like your, your,

the smaller portion of your

portfolio and how you get exposure to the, the higher risk things.

Um, but yeah, right now Pump is definitely my,

my highest conviction spot, for

sure. I think their revenue's inflecting up

pretty strongly.

Um,

it's still under-owned by a lot of people.

I think institutions are, are under-owned, under-owned Pump.

I think retail is kinda under-owned Pump.

Like, it's mostly traders pushing it right now.

Um, and I think they can have a, a really strong run

if on-chain activity continues to pick up, and you can literally see their revenue

numbers have 3x'd in, like, the past month and a half

or so from the bottom. It's not even just, like, their price is increasing,

uh, like the, the fucking PD ratio is increasing, but also their revenue's

increasing. Like, it really hasn't re-rated yet,

it's just that their revenue has

also been increasing.

So you got Bitcoin, Solana, Hype, Pump, Zcash,

and I got here VVV. This is what you're interested in?