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I survived the bear market and claimed my $FRAME tokens!
@frame_xyz is the Layer 2 for creators and collectors. If you've traded NFTs on Ethereum and paid royalties in the past two years you're eligible! 🖼️🎄
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Alex Becker just revealed his 100x Gaming Portfolio!
His picks cover Infrastructure, Launchpads, Studios & Games🤯
Here are all 15 project + @ZssBecker comments on each:👇
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[The following projects are ranked by their market cap]
🔸Large Caps:
1. $AVAX - @avax [$12B]
"When it comes to crypto gaming, I think $AVAX has the strongest narrative. Many great games are on Avalanche"
2. $IMX - @Immutable [$2.25B]
"Immutable X is probably the biggest coin in my portfolio. They recently partnered with $BEAM and $MATIC which makes them the mafia of crypto gaming"
3. $BEAM - @BuildOnBeam [$272M]
"If I would get started in crypto gaming, I would probably get started with $BEAM"
4. $SUPER - @SuperVerseDAO [$281M]
"@elliotrades (founder of Superverse) knows exactly the direction where $SUPER is going"
5. $SFUND - @SeedifyFund [$220M]
"Seedify has so much infrastructure going on and it's just an obvious play in crypto gaming right now"
6. $NAKA - @NakamotoGames [$155M]
"$NAKA falls into the mobile gaming narrative. They're constantly releasing new stuff after new stuff. The cool thing about $NAKA is that you can launch your own games on there"
7. $SIDUS - @galaxy_sidus [$152M]
"There's a lot of things going on at $SIDUS. What they're also doing is they're burning a lot of coins and providing utility by building a launchpad"
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🔹Mid Caps:
8. $MYRIA - @Myria [$97M]
"They have a very strong narrative, similar to $BEAM. It's a high risk, high reward play"
9. $DERC - @DeRaceNFT [$63M]
"This is a horse-racing game and you can bet on horses"
10. $PAID - @paid_network [$59M]
"PAID Network is another launchpad I'm looking at. The way they're structuring their launchpad, I think is going to crush it"
11. #WAGMIGAMES - @WagmiGamesCo [$56M]
"They also fall into the mobile gaming narrative. They got the marketing, they got the founders and everything I'm looking for when it comes to studios"
12. $ALU - @AlturaNFT [$52M]
"They have so much infrastructure for NFTs and gaming. They allow you to build & import NFT-infrastructure into your game very easily"
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💠Small Caps:
13. $BCB - @BCBerc20 [$41M]
"It's more of a generic gambling site. What's cool is that they share revenue of people that own the coin. It's probably the best sports crypto platform I've seen"
14. $INSP - @inspectxyz [$35M]
"A coin I really like is $INSP and I think it's going to be a huge runner"
15. $BYTES - @NeoTokyoCode [$30M]
"Someone at NeoTokyo recently built a launchpad and members get exclusive deals like early access to projects like Treeverse"
Other amazing coins @ZssBecker quickly mentioned: $ULTRA, $GODS, $ATLAS, $ENJ, $ILV
Miles Deutscher just shared his 100x Crypto Portfolio!
His picks cover AI, Gaming, Layer-1 and even Memecoins…🤯
Here are all 34 projects + @milesdeutscher comments on each:👇
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1. $BTC - @Bitcoin [20% allocation]
"I hold Bitcoin because I'm a big believer of the digital gold narrative. I believe $BTC has a place in the monetary system considering the money printing and dilution of major currencies"
2. $ETH – @ethereum [20% allocation]
"When you're betting on $ETH, you're betting on Ethereum as a technology to be able to gain adoption over time. More adoption on the network would eventually lead to more supply being burned"
------------------
🔸Layer-1s🔸
3. $SOL – @solana [4% allocation]
"Over the last months, Solana has seen massive growth. If you want to hedge against Ethereum, Solana stands out as a frontrunner. Solana also has one of the best developer ecosystem in crypto and the $SOL community is very strong"
4. $INJ – @Injective_ [2% allocation]
"There's a really strong ecosystem being built on Injective. The growth in transaction volume as well as the tech are impressive. In their tokenomics they have a burn auction mechanism – where 60% of the fees collected across all the dApps are being burnt"
5. $TIA – @CelestiaOrg [2% allocation]
"Celestia is the first modular blockchain network. Until Q4 2024 there's not much token dilution – which can be good for $TIA price action"
6. $AVAX – @avax [2% allocation]
"I like $AVAX because of their vast gaming ecosystem. A lot of great games are launching on Avalanche. I'm also bullish on $AVAX because of their RWA vertical, as they recently launched a $50M initiative to pioneer the future of asset tokenization"
7. $NEAR – @NEARProtocol [2% allocation]
"NEAR Protocol represents a non-EVM bet that gets you diversification out of Ethereum. NEAR is unique because of its sharding approach – which gives them a competitive advantage"
8. $SUI – @SuiNetwork [2% allocation]
"I think Sui represents an interesting value proposition, considering they've created the Move programming language which is an amazing language to code on. The tech is absolutely amazing and Sui has a lot of great backers"
9. $FTM – @FantomFDN [1% allocation]
"Although they have experienced some bad events recently, there's still hope in Fantom. Their new initiative 'Fantom Sonic' has achieved pretty impressive results"
10. $SEI – @SeiNetwork [1% allocation]
"The narrative around $SEI is compelling to me as it's viewed as the 'trading chain'. It enables traders to have increased liquidity, reduced slippage and a lot of other positive things"
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🔹Layer-2s🔹
11. $ARB – Arbitrum [1.5% allocation]
"I'm a big fan of the Arbitrum ecosystem. $ARB has amazing metrics. Their DAO recently approved a $23M grant to stimulate their ecosystem. Arbitrum has more TVL (total value locked) than Solana, Avalanche and Polygon"
12. $OP – @optimismFND [1.5% allocation]
"Optimism has one unique value which is the Optimism Stack which is great for attracting developers. Coinbase and Worldcoin already used the Optimism Stack to build their chains – which shows the attractiveness for major players to build on the chain"
13. $MATIC – @0xPolygon [1.5% allocation]
"Polygon has one of the strongest business development in the space. The reason I'm bullish on Polygon is because of their zkEVM – which is a scaling solution that they launched using ZK Rollups"
14. $STX – @Stacks [1% allocation]
"Stacks is a Bitcoin Layer-2. I believe the Bitcoin Ordinals and BRC-20 narrative will be one of the strongest narratives of 2024. There is a trend for Bitcoin DeFi and for that reason I wouldn't be fading Stacks"
------------------
💠DeFi💠
15. $LINK – @chainlink [3% allocation]
"Once I realized that for every RWA data transfer to go on-chain it needs oracles, I recognized that I need to hold a token like $LINK. Chainlink has the market lead in the oracles sector. I'm extremely bullish on LINK"
16. $RUNE – @THORChain [2% allocation]
"It's an omni-chain DeFi protocol that enables you to swap between chains (Ethereum to Bitcoin for instance). It's one of the most practical platform in crypto. I view it as the ultimate bull market token, since their tokenomics allow $RUNE to pump when the market goes up"
17. $FXS – @fraxfinance [1.5% allocation]
"Frax is a DeFi powerhouse. Their team has shown great ability to ship amazing products despite the bear market"
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💰DEXes💰
18. $DYDX – @dYdX [1.5% allocation]
"DYDX is one of the most ambitious projects in crypto. If you're bullish on the DEX narrative, it would make sense to hold $DYDX in your portfolio"
19. $GMX – @GMX_IO [1% allocation]
"GMX is one of the most well-known DEX in the space. It is a place where a lot of traders feel comfortable on – which can be seen on their large trader community"
20. $PENDLE - @pendle_fi [1% allocation]
"Pendle is the home for DeFi yield. They got liquid staking derivatives, they got amazing pools for RWA and Pendle has become a super versatile platform because of their ability to create new pool based on new trends"
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🎮Crypto Gaming🎮
21. $IMX [1.5% allocation]
"I view $IMX as a gaming infrastructure play. They've built an amazing product and they work with a lot of other gaming ecosystems like Merit Circle and Polygon"
22. $SFUND – @SeedifyFund [1% allocation]
"Last bullrun some of the craziest IDOs were only available on launchpads like Seedify. There are multiple IDOs coming up which look very interesting. Holding $SFUND will get you access to those upcoming games"
23. $SHRAP – @playSHRAPNEL [1% allocation]
"Shrapnel is one of the first games where I saw the gameplay and my jaw dropped. It's insane to think this game was built on the blockchain. These are the games we need in order to get mass adoption"
24. $PRIME – @EchelonFND [1% allocation]
"Their games already have a lot of users. It's one of the most exciting crypto gaming studios to keep your eye on. $PRIME also has big backing of the likes of Coinbase"
25. $PYR – @VulcanForged [1% allocation]
"I love gaming studios. Vulcan Forged offers me a nice exposure of a basket of crypto games. They have the VulcanVerse, they have Elysium, they have Vulcan studios and more"
26. $NAKA – @NakamotoGames [1% allocation]
"Nakamoto Games is more of a mobile focused gaming studio. They're really focusing on creating amazing mobile games. They have an amazingly developed ecosystem with many games already playable"
27. $RLB – @rollbitcom [2% allocation]
"Rollbit is a bet on the human need to gamble. Humans love gambling and Rollbit is a platform to speculate on. They got a casino, sport bets and they established an active burn mechanism"
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🤖AI Cryptos🤖
28. $RNDR – @rendernetwork [2% allocation]
29. $AKT – @akashnet [1% allocation]
"For successfully operating AI, you need cloud computing and GPU power. Render Network offers this decentralized GPU power. It's an amazing network not just for AI but also for crypto gaming.
Akash is a similar bet as $RNDR. It's more focused on cloud computing"
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⚙️Infrastructure⚙️
30. $AR – @ArweaveEco [1.5% allocation]
31. $FIL – @Filecoin [1% allocation]
"The global data storage network is set to grow to $791B by 2030. Currently it's sitting at $250B. If Arweave and Filecoin can capitalize on that demand, there's massive upside there. Data storage is important for the existing crypto ecosystem as well as new users that are coming into crypto"
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🐶Memecoins🐶
32. $DOGE – @dogecoin [2% allocation]
33. $SHIB - @Shibtoken [2% allocation]
34. $PEPE - @pepecoineth [2% allocation]
"Memecoins are basically the lifeblood of crypto. When retail comes back into crypto, the first thing they gonna do is to buy memes. Memes run hard in crypto. Not having an exposure to them, is a mistake. We have to accept that memes are such an important part of our culture"
I listen to 8+ hours of crypto content every day! Here is an updated list of where I go and why!!
1. @virtualbacon - very smart investor. Great Ideas.
2. @jasonpizzino - great balanced charts. No shills.
3. @KrownCryptoCave - great accurate charting - he has been right!
4. @kylechasse - serious investor and now investing a lot to create alpha!
5. @elliotrades - THIS MAN SEES THE FUTURE.
6. @HouseOfCrypto3 - Great content/alpha , no bullshit.
7. @Cryptocito - Best Cosmos content.
8. @kyledoops - no hype charts!
9. @Sheldon_Sniper simple bullish charts!!
10. @hustlepedia - Best Gaming Content in the world!
11. @investanswers - super analytical !!
12. @IvanOnTech - entertaining alpha always!
13. @AltcoinDailyio - quick alpha, the most humble great guys!
14. @ctoLarsson a very technical chartist!
Who have I left out?
The biggest bull market of our lives has just started.
After 1000+ hours of research during the bear market, I present my top picks.
Here is my bullish shortlist for 2024.
🧵