Track your crypto + equity bags in one place ☝🏼
...And here are my crypto and equity bags 💰
+ 16.1% $BTC
+ 11.9% $HOOD
+ 11.3% $NVDA
+ 8.3% $FIGR
+ 7.3% $NU
+ 6.7% $COIN
+ 6.4% $HYPE
+ 4.5% $TMSC
+ 4.5% $DDOG
Returns in Last 1 Year 📈
+20.5% (+6% relative to SPY +14%)
Thesis:
- I love fintechs like Coinbase, Robinhood, Figure, Hyperliquid that benefit from tokenization, stablecoins and trading moving onchain. I believe value accrues to winners that have distribution.
- Strongly thinking about putting 20% of networth into $HOOD given winner of prediction markets, tokenized equities, increasing equity trading with OpenAI, SpaceX, Anthropic IPOs.
- I love businesses that benefit from shortages of CPUs / GPUs and just bought a basket of CPUs (kudos
@earlvlee ) via Artemis themes as 10% of my portfolio..