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Invest when there is no buzz. What am I buying?

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vlemon
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Hi HODLers, Hiveans and Lions,

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As all of you, I am getting some Crypto Bull Market Vibes and I want to make the most of it.

I missed some of this $BTC explosion but I think it is still the time to make life changing money. I dislike Meme Coins and decided not to chase these as the volatility prevents most smart traders from using leverage.

I have opened $BTC, and $ETH positions as a lot of people here but I really loaded up bags on the 2 following names.

My heavy positions

As I missed the first pop and through experience, I know that chasing performance is a losing strategy. I am investing heavily in one of the next leg of the pump: Exchanges

Uniswap

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Fees are reaching $5 to $6mn per day!

Aave

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I am not going and talk about prices and targets, I believe this is useless. I am just going to tell you my easy thesis:

  • Nobody looks at it. Price performance has been bad
  • Usage increased a lot and this will continue. At some point in the cycle, people will extrapolate this high volume to derive a valuation: it will be time to sell

*Not Financial Advice

Stay safe out there,

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