💎 3 Altcoins for Each Narrative 🚀 My Portfolio Bull Run 2024 👀
Today, we cover part of my Crypto Portfolio. I will show you 3 altcoins of each of the Crypto Narratives that I hold in my crypto portfolio. Big Narratives right now like Bitcoin. AI. Gaming. DePin. And RWA. These are 3 crypto projects that I hold right now for this Bull run. 3 Altcoins per Narrative.
This bull run will have very big narratives that could pump.
The ones that I consider more important are:
1) Bitcoin
2) AI
3) Gaming
4) DePin
5) RWA (Real World Assets tokenization)
6) L1s (to be discussed)
7) Meme Coins (I do not touch that sh*t)
Points of This Portfolio Approach:
– This is a medium/low-risk portfolio. We do not get into very new tokens to minimize risk in the investment.
– All these tokens I held right now in my portfolio, so I did not include any token that I do not personally hold.
Bitcoin Narrative:
There is no doubt that this bull run has Bitcoin itself as a Narrative. Why?
Well, we have the Bitcoin ETFs of course, but more than that we have the BRC20 ecosystem. Last Bullrun Bitcoin was only a token for a store of value. Now it has its own ecosystem: tokens, nfts, L2s, and much more.
1) Stacks: L2 for Bitcoin https://www.coingecko.com/en/coins/stacks
2) ORDI: The 1st token in Bitcoin BRC20 https://www.coingecko.com/en/coins/ordi
3) TRAC: Is an infrastructure project within Ordinals, aiming to provide a decentralized system to track and access Ordinals-related protocols Is like The Graph on Bitcoin. https://www.coingecko.com/en/coins/trac-ordinals
AI Narrative:
There is no doubt that AI could explode in this Bull Run. Has been the big narrative outside crypto since the launch of chatGPT.
And from there the industry exploded. Most recently NVIDIA stock skyrocketed moving into AI, and many sectors are now behind AI implementations. So it is to expect that the hype move into crypto too on this bull run. Especially for Retail Investors.
It is only a market of $28 Billion in crypto Right Now.
1) The Graph:
Subgraphs are open APIs on The Graph that organize and serve blockchain data to applications.
Using subgraphs, developers and data consumers alike benefit from speedy access to indexed data. https://www.coingecko.com/en/coins/the-graph
2) Singularity NET:
SingularityNET is the world’s leading decentralized AI marketplace, running on blockchain.
Our core mission is the development of Artificial General Intelligence (AGI) for a beneficial technological Singularity https://www.coingecko.com/en/coins/singularitynet
3) PAAL AI:
Paal enables users to create personalized AI Bots, Deploy them across multiple platforms including Telegram, Discord, or your app offering comprehensive solutions for businesses and projects. https://www.coingecko.com/en/coins/paal-ai
Gaming Narrative:
There is no doubt another big Narrative. Last Bullrun NFTs, Metaverse, and Gaming were the start of the Narratives. The gaming industry continues growing worldwide and more than ever. Crypto Gaming brings a lot of solutions to the Industry, so It will have at least a x10 market cap from here.
It is only a market of $30 Billion in crypto Right Now.
1) Immutable-X:
Infrastructure protocol specialized in gaming. Partner of Polygon and many others. https://www.coingecko.com/en/coins/immutable-x
2) GALA:
Gaming Studio as a minimum. https://www.coingecko.com/en/coins/gala
3) Beam:
Infrastructure for gaming. Very hyped and a lot of backed companies supporting it. https://www.coingecko.com/en/coins/beam-2
DePIN Narrative:
AI and decentralization bring to life this new Narrative of projects that aim to decentralize storage and computer power. And tools so the big need for data storage and management can be achieved for AI and Machine Learning technology.
It is only a market of $33 Billion in crypto Right Now.
1) Render:
The Render Network is the leading provider of decentralized GPU-based rendering solutions, revolutionizing the digital creation process. The network connects node operators looking to monetize their idle GPU compute power https://www.coingecko.com/en/coins/render
2) AIOZ Network:
DePIN for Web3 – AI • Storage • Streaming. Empowering a Fast, Secure, and Decentralized Future. https://www.coingecko.com/en/coins/aioz-network
3) OpSec:
It is a SUITE of DePIN products https://www.coingecko.com/en/coins/opsec
Real World Assets (RWA) Narrative:
Last week BlackRock confirmed the launch of a new fund for RWA, with strategic partners. This narrative could take more time than the previous ones to explode.
It is only a market of $7 Billion in crypto Right Now.
1) Centrifuge:
Has partnered with Coinbase and Blackrock, not official, but many connections since 2023. https://www.coingecko.com/en/coins/centrifuge
2) GoldFinch: https://www.coingecko.com/en/coins/goldfinch
3) LeoX: https://www.coingecko.com/en/coins/leox
*) Check my video about these projects for details: https://www.cryptocurrencystate.net/airdrop/top-rwa-crypto-projects/
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