Da Kid

degen | trader | playa | student

[Da Kid @dakid3d00]

@EASPORTSFC Pedro rated 90 is blasphemy

[ً @artfuIchaos]

all roads eventually lead back to the interests you had as a child

[ؘ @krspwn]

currently using my macbook in a coffee shop

[JK @GRAVEHOPP187]

This is elite tape wtf lol

[Ansem 🐂🀄️ @blknoiz06]

thoughts on portfolio allocations in bull markets

70% high conviction plays
30% degen risky plays

very important to segment your portfolio this way, will help you maintain clarity and have funds to chase while also keeping long term exposure always

high conviction plays should be coins you are willing to hold for several months with a core fundamental thesis behind them and clear invalidations for when you are wrong

stuff like $BTC / $ETH / $SOL / $HYPE, but the best high conviction spots are the ones where you find a midcap and allocate aggressively towards it as consensus is forming around it, for me last cycle this was $SOL & $COIN around 10B market cap, they were not confirmed majors yet but i was able to see these trades before they were & did well with them, 2024 it was $HYPE before it was consensus, i am actively trying to find these trades for the upcoming cycle you likely are aware of some of the coins i think this could be for this cycle already

but this is where you should spend the most of your time and research for awhile and build your positions over time, if you have a 9-5 you should take some portion of your income and set aside for getting exposure to risk assets in this way, @X is honestly a great forum for research and finding people with good ideas

30% degen port is always critically important because it allows you to take on much more risk but also get exposure to coins that may return your entire portfolio, this is where you spend time trenching new pairs, buying innovative on-chain plays, longing coins on leverage w/ perps, trading memecoins developing momentum

you will lose with a much higher hit rate on these coins but you also have a much higher chance of hitting a 1000x, for people with small portfolios this is where you should spend the majority of your time, when you have a smaller portfolio you have to outwork the other traders in the market by being early to narratives on-chain before they are consensus and finding great spots

this part of the portfolio also helps you with not experiencing fomo, because if you already have capital set aside to ape the trend of the week then you dont end up selling your high conviction bags to do so & when you are right then you have even more capital to compound into your highest conviction bags later, it is understated how important it is to do this

i keep seeing people mad on the timeline that their coins are not moving and think a large part of their frustration is that they are not diversifying their portfolios in this way, you would not be mad at other coins doing well if you had capital set aside to chase things that are moving, even if it is a small amount, there are traders and holders in every market, imo we are entering the period where holders outperform traders, but only if you are in the right coins, & having an ape stack on the side guards you against the possibility that you chose to diamond hand some garbage instead of gems

[Da Kid @dakid3d00]

Bitcoin at 50k?

[Bruno Fernandes @B_Fernandes8]

Preparados. Que comece o Mundial.

#VaiDarPortugal

[Eric Boateng 🇬🇭🇩🇪 @ericboatenggh]

Mexico vs South Africa:

If we support south Africa they'll say we are taking their jobs.

[Mayuri Kurotsuchi’s Play Toy @nappytreee]

for the Love of God please yall pick up a dictionary

[Da Kid @dakid3d00]

$ibm thesis

- The lp looks clean
- The token looks ready for the next leg on the chart
- Backed my the narrative that Trump mentioned the rl company.
- Potential $IBM stock rise on Monday's open

[🅰️ THE NEW YORK KNICKS ARE YOUR WORLD CHAMPIONS @abzMCFC___]

successful arsenal and okc hatewatch on the same day

[Ava @noampomsky]

the only time i beg is to differ

[reams @reams8k]

masters of universe movie hits theaters on the 5th of June.

thesis for $skeletor is simple.
OG meme (that has never run before) about to get crazy mindshare

oh, and the shakes are amazing…

8NgoMWQ3aysxQhMYRy4Y7Ue7TQBrMUiHobe6wEzdpump

[Masters of the Universe @mastersmovie]

@SkeletorSolana Welcome to the winning side

[Da Kid @dakid3d00]

🎉 Free SOL to claim 🤑🤑

I've claimed a total of 0.006 SOL using #GMGN

Give it a try too 👇🏻

https://t.co/g3ZbNKvacx

[Da Kid @dakid3d00]

Just got paid from $GIVE 🌳

Proof:

[Da Kid @dakid3d00]

$GIVE

CA: 2LATJJfBLKpAAWXomtVcLm8ccvShGggJfCPhsU61pump

[Da Kid @dakid3d00]

@ZenoCooks xcomm not on dex

[Epic Eleven @EpicElevenonYT]

Dorgu's goal vs Arsenal was insane!

https://t.co/gE6o0mLTQE