Mid-cap coins/Others
My long-term holdings remain the same regardless of my plans for the next few weeks. However, I will only increase my holdings if I reach the level of Others, which has been discussed several times so far. Given the weak dominance of mid-cap coins, I do not want to increase my holdings right now. If the highlighted scenarios come to fruition, I would like to buy more mid-cap coins in one of the two areas shown in the green box below. If my plan does not work, I will use my current spot holdings and will look to increase my holdings when I see a trend change, as shown in scenario 1 in the figure. Very simple plan. BTC, ETH and SOL purchases are not part of this plan. If I get the trigger, I plan to increase the following holdings:
$TAO : Current main AI holdings. Good token economics and halving cycle.
$PEPE : Main holdings ETH and meme. Easy and safe to play meme.
BEAM: The biggest game. I think it will become one of the top mid-cap coins in the future.
$INJ : L1 beta after SOL.
I donât want to focus on too many tokens. Iâd rather build large positions for 3-4 tokens than have to manage multiple positions. No plans to add any low market cap or on-chain tokens in the near term. There may be a rotation at some point once mid-cap coins gain more strength, but I donât see much point in adding high risk tokens in a risk-off environment.
