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Someone asked me what I thought of Paul's 20K Crypto Portfolio he made yesterday:

TLDR: of the 10 I would only perhaps touch 2 or 3 if I saw them turnaround.  70% have severe issues.  Also his top 10 is missing key names like BTC ETH and SOL..... .I believe they are still the safest plays with solid upside. 

Here is my summary:

  • First MATIC I like ...  Tokenomics,  SCP score, Compendium score. This is a good choice but not #1. 
  • Binance not a long term play for me. 
  • Ripple XRP - wow what a play. I see this as a poor choice - I do not trust the team plus old tech and horrible Tokenomics w 30% inflation after nearly 10 years! 
  • Sandbox - overvalued cash grab 30% inflation etc
  • Cardano - handles only 1 TPS and the chain only has 50K DAU's - very overvalued based on math and peer group analysis
  • LINK - solid play but no price action
  • Gala - see Sandbox
  • Cosmos - ranked #11 out of top 20 SCPs
  • Enjin - last year for me it was the top metaverse play - solid Tokenomics
  • NEAR - some say on par w Solana - I do not think so. Adoption not there. Horrible Tokenomics


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Comments

Anonymous

A lot of peeps in the media (be that mainstream, digital, print or otherwise) simply throw names around as if they are experts. Very few delve into the detail, such as tokenomics, like James does. I don't even read anything other than a few content providers. Tbh, usually just James and then a quick crosscheck with my own metrics. There's enough upside in the top dozen or so to not need to go too deep into the forest; unless you like being a degen and have too much $$ already.

Anonymous

Only btc , eth , and sol for me these days. It’s been great accumulating THANK U SIR!! Great analysis we CAN TRUST