SOLALT Portfolio Choices... thinning (Patreon)
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In regards to the SOLALT portfolio, I was hoping to find 12 solid names. SO far only 5 hit the criteria.
Potential investments must possess a strong product-market fit, a competent team, sound tokenomics, a promising chart, and significant potential for growth compared to their Ethereum counterparts from 2020 and 2021.
After identifying five promising projects, it is becoming increasingly challenging to discover more high-quality options. We are waiting for specific criteria to be met in order to consider further additions to the portfolio.
I have my eyes on another 12 or so but I am finding flaws, or they have run too much or something happened with on chain or adoption data.
Still looking for more. Sometimes the best investment is no investment.
I will send an update of my current portfolio allocations tomorrow.
Stay tuned for updates.