26 Tweets 1 reads Jan 29, 2023
1) As the markets change, so should your STRATEGY.
Here's my PERSONAL game plan and top picks in today's market and moving forward.
๐Ÿงต๐Ÿ‘‡
2) Crypto twitter would make you believe every single altcoin is going to rise from the ashes and raise to unimaginable heights again.
Truth is the number of projects with REAL revenue or a treasury lasting many MANY more years is ridiculously low.
Way lower than anyone thinks.
3) In 2021 I talked to many of my old friends who still held crypto holdings from the earlier bull run (2017).
While I was absolutely enjoying the new bull run and can honestly say this was the biggest run we have ever had so far, many of them didn't share that opinion.
4) "Nova, I don't think we have actually entered a new bull run.
Maybe bitcoin yeah but alt season didn't really start yet.
Many of my coins are not even CLOSE to their old heights. I'm not even break even".
I was pretty speechless and didn't know what to say.
5) There was a common pattern on crypto twitter as well.
It wasn't just my friends, it was all on my feed!
People defending and arguing the REAL run had yet to start.
Meanwhile I saw new tokens launching 100x on release which we had never really seen before in any run.
5) While I explained to most in a friendly level-headed way that it's likely most of the cryptocurrencies never will go back to what they once where I was laughed at back in response.
"This was when bitcoin already hit 60k in the markets btw".
6) While I could name many old cryptocurrencies that did RISE from the ashes.
Truth is in terms of numbers (20-30 vs 5000+) that was less than 1%.
The market favored new altcoins based on NEW narratives in the markets.
7) This actually isn't very hard to believe if you consider cryptocurrency still is a hype driven market based on speculation which coins will ever make it.
This is solely what drives most value of today's cryptocurrencies.
8) Back then we had almost 0% REAL WORLD adoption and so do we today.
While this means we are still early, it also means 2017-2018 market situation will mostly replicate.
We have had major advancements in the DeFi industry but we have yet to implement global crypto adoption.
9) This doesn't mean I don't have my eye on a small selection of altcoins.
This is by no means the ONLY list.
This is a selection based on holding no more than 5 cryptocurrencies and even removing lots of my other favorites I also think are going to succeed.
Lets begin ๐Ÿ‘‡
10) $QNT
The BEAST of interopability.
Along the years #Quant has made MAJOR advancements in real world adoption with even working with officials on the next #CBDCs.
The absolute market resilience it shows today is proof of that.
Summary below ๐Ÿ‘‡
11) $AZERO
There have been far to MANY layer 1 projects popping up lately.
While most are empty promises I do believe taking a bet on at least one of them with solid fundamentals is a good choice.
Summary below ๐Ÿ‘‡
12) $MLT
A media focused platform on content creation for both creator and consumer.
Their added metaverse offering is growing larger by the day and is pretty groundbreaking.
Moreover they are back by a huge giant in the media industry.
Summary below๐Ÿ‘‡
13) $MNW
Morpheus boasts a solution to bring the supply chain on the blockchain with its automated supply chain middleware platform.
It has shown massive resilience the last few months and is sitting at a pretty low marketcap.
Summary below ๐Ÿ‘‡
14) $GNS
Decentralized trading platform offering REAL yield, deployment on Arbitrum and a crazy amount of user volume lately.
The #RealYield narrative and #Arbitrum hype is definitely something I'm looking to play on one of my holdings.
Summary below ๐Ÿ‘‡
15) $ETH
It might not have the upside potential it once had but is basically a GUARANTEED roi.
It's arguably one of the only coins in the entire market that's guaranteed to not fail.
Holding 1 large cap in your portfolio is a must and I prefer ethereum above the rest anyday.
16) #stablecoins ( $Busd)
Doesn't look exciting but this is still the most IMPORTANT play in my entire portfolio today for 2 reasons.
โ€ข To buy low (which is close).
โ€ข To play new opportunities.
The second reason is the more important one based on my previous experience.
17) Remember when I said in the beginning of this thread that every new bull run favored the NEW coins and not the old ones?
The best gainers are yet to be born and I'm looking to HEAVILY play on that which worked extremely well for me before.
18) My stables aren't just for buying dip opportunities.
I need funds for playing the new narratives.
Opportunities like public presales for example which is responsible for 60%+ of my profits the last 6 years.
19) Before you come at me with:
"What about? I thought you said you liked?"
I absolute love and adore many other altcoins in today's market.
Other ones I really believe will succeed and would even WANT to hold.
Then why don't I hold them?
20) A choice I make on purpose to only hold:
โ€ข Stablecoins
โ€ข 1 large cap
โ€ข 5 altcoins with a mix of every narrative and low / high risk.
If I like 20 projects I force myself to narrow these down to 5.
I'm really no fan of holding more in a BEAR market.
21) Is this it? It isn't.
I also consider myself a true crypto degen and have a small "play" fund which I trade with.
Make some short term plays on #Arbitrum projects for example (current narrative).
22) Because this changes so often it wouldn't make any sense listing any of those here.
I might have sold or exit a position when you start reading this thread.
Bear markets also don't favor high risk plays so I remember myself to always make this a "small fund" play.
23) Still reading? You made it ๐Ÿ™ˆ
I always tell myself to keep my threads short but the true "teacher" in me can't cope with leaving out an explanation behind every reasoning.
I used to be a full time teacher in physics and computing.
24) Sorry for making some things longer than I should have but I hope you still got something out of it.
These threads really take me multiple hours to write but It's what I love to do.
Hope you took notes ๐Ÿค—
Nova out โค๏ธ
25) If you want to keep up to date to most of my content give me a follow @CryptoGirlNova.
Would love the support if you could like and retweet the first tweet. Thank you ๐Ÿ™โค๏ธ
First tweet ๐Ÿ‘‡

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