NorthernHodler

Tracking my crypto portfolio publicly | Long-term holder since 2022 | Finance professional by day | Not financial advice | 🇨🇦

[NorthernHodler @R_Khan_]

1/
Started buying crypto in 2022. Bad timing — jumped in right as the FTX collapse wiped out a chunk of the market and SBF became a household name for all the wrong reasons.
Been holding through the entire cycle since. Here's why I'm finally posting about it publicly.

[NorthernHodler @R_Khan_]

3/
Where the growth is:
Institutional rails: Grayscale ETF, revenue growing off a small base and
TVL of $625M. More TVL = more MCAP (3x potential).
Small-base growth or real re-rating? Not financial advice. DYOR.

[NorthernHodler @R_Khan_]

1/
$AVAX and why I'm DCAing more:
Bull case:
• Chain fees are up 449% over the past 7 days
• TVL is up 29% over 30 days (now $625M from 477M), and DEX volume is up each week.
• Institutional access growing: Grayscale, UAEPass Digital Vault
• Helicon upgrade went live

[NorthernHodler @R_Khan_]

2/
Bear case:
•No buyback like NEAR has — $AVAX only burns transaction fees base fee (~0.2M AVAX/quarter) against ~1.5M-2.5M AVAX/quarter minted in staking rewards. Net inflation ~1.2-1.9%/year.
• Competitve L1/L2 (Eth, solana) takes market share - Low stable coin volume

[NorthernHodler @R_Khan_]

2. Privacy
-Confidential Intents: users can cross chain swap without exposing trade details.
-Trades run through private shards

Hype driven or substance?

Not financial advise. DYOR.

[NorthernHodler @R_Khan_]

$NEAR and why I am holding it:

Bull case:
Monthly fees are going up due to Near intents. Half of this fee is used to buy Near tokens in the open market (like stock "buyback"). More fees> more buy buybacks > more buy side demand.

Privacy narrative = strong momentum

[NorthernHodler @R_Khan_]

Bear case: Token inflation (2.5% annual = 32m new Near printed each year) still outpaces the revenue fee and buy back. Privacy narrative trend may shift.

Near narratives:

1. AI:
-Near Agent Market
-Near AI Cloud
-Chain Abstraction (450k monthly active users)

[NorthernHodler @R_Khan_]

Locked in some profits of $NEAR and bought $SOL with it. My average cost basis for SOL is $140. I will start taking profits on SOL starting from $290 price. After that every time it goes up $100, will sell and DCA out.

[NorthernHodler @R_Khan_]

Also hold a stock portfolio related to crypto alongside my main crypto portfolio — here's how that one breaks down 📊
Mostly Bitcoin exposure through $IBIT and $MSTR , $COIN and $SBET.
Separate from my crypto-only holdings just sharing the full picture. NFA.

[NorthernHodler @R_Khan_]

The only new asset I added during this bear market were $ENA and $PENGU Everything else I held through the bear market at a loss. I DCA into $BTC , $ETH , $SOL , $NEAR and $AVAX during the 2026 bear market (Jan-Sep 2026) . LFG!!!

[NorthernHodler @R_Khan_]

Here is my portfolio. I am not sharing any $ amount on purpose.

Key information:
My BTC holding is my biggest holding if I were to include IBIT and MSTR exposure from my stock portfolios. This pie chart excludes that. The 23% represents just btc holding.

[NorthernHodler @R_Khan_]

Today I added $PENGU to my portfolio. It is a very small allocation. I had $Bonk in the last cycle and still holding it at a loss. However, instead of DCAing more Bonk, I went with Pengu (stronger meme). Expecting a 3x. This is money I am willing to lose.

[NorthernHodler @R_Khan_]

Locked in some profits on $NEAR . Will buy back under $3.8 again. This one will run big this bull run but good to take some profits to gather capital to re deploy during retracements.

[NorthernHodler @R_Khan_]

Took profits on $ENA $AERO , $SOL , $BTC , $RENDER , $ETH

Looking to use these proceeds to buy back again lower.

Eyeing $MORPHO

Reason: Market is too bullish right now too quickly. Can buy back lower.

Only spot trading and no leverage.

[NorthernHodler @R_Khan_]

@IvanOnTech @cryptodrprofit @MMCrypto @scottmelker 7/
None of these are financial advice. Just trying to point people toward accounts that actually know what they're talking about instead of the scam bots that flood every reply section.
Who else should be on this list? Drop your favorites below 👇

[NorthernHodler @R_Khan_]

1/
Since I started this account to help people avoid scams in crypto — here are 5 accounts I actually follow and trust. Not sponsored, not affiliated, just people whose content has genuinely helped me.

[NorthernHodler @R_Khan_]

@IvanOnTech @cryptodrprofit @MMCrypto 6/
@scottmelker — Solid mix of macro + crypto market takes. Doesn't hype, breaks things down clearly. He has regular live shows on X with various knowledgeable people who helps you understand current macro environment.