MrCamel 🐪

My investment thesis for the next months As most of you, I've been spreading too far on too many plays which has been draining my focus and resources. So I've decided to focus exclusively on 3 ecosystems, SOL / Ordinals / SUI, and concentrate my bets on these. Full details below 👇👇 Solana - farm @TensorFdn and @MagicEden points with most of the liquidity - accumulate NFTs of @FlashTrade_ @_portals_ - farm few protocols like @sanctumso @Parcl - stake USDC on @FlashTrade_ pools - hold @MadLads and @tensor_hq Ordinals - accumulate blue chips like @nodemonkes @OrdinalMaxiBiz @quantumcats - prepare for runes mania at halving - optimize liquidity by lending on @LiquidiumFi - watch out for the different token standards and any memecoin narratives like $PUPS SUI - accumulate $FUD on dips @fudthepug - try all protocols like @AftermathFi @Turbos_finance @CetusProtocol @HaedalProtocol @elixir - stand by and DYOR while we get volume confirmation Liquidity - keep +10% of portfolio in stablecoins - store few coins like $JUP $PYTH $BONK and $BTC $SOL $SUI on cold wallet - keep a small pocket for memecoin plays and fun Conclusion The 3 ecosystems are at completely different stages of maturity and should properly balance the portfolio to improve the Risk / Reward ratio. I don't see the need to follow-up on EVM while focusing on these (I can detail why in another thread) Everything which doesn't fit that thesis is being liquidated, except the green bag :) Let me know in the comments if you would have done something different ! NFA, this is tailored to my own time and energy.