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IA SOL ALT Portfolio Allocations (Patreon)

Published:
2024-07-31 01:18:34
Imported:
2026-06
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Content

rem these are very high risk

they represent 1.5% of all my stocks and crypto

this reflects the JTO addition today which is now 6.2% of my SOL ALT portfolio.

I am still mostly JUP RAY JLP FLUXB and NOSANA

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Comments

Scarla Pump

Hey everyone, is this me or all these SOL Alts are doing extremely poorly despite SOL ripping? I am down 30% (PYTH, ORCA, NOS) to 50% (FLUXB, SHDW) to 85/90% (WHALES, SCS, CHAT) from entry points. Only exceptions are RAY and JUP. Not the end of the world since my SOL Alts bag represents a fraction of my SOL bag, but hey, what's the logic here? SOL has been pumping, we would expect those "gems" to follow no?

Jan W. de Lind van Wijngaarden

My best-performing SOLALTS are HIVE, ATR, CAT, KMNO and BONK. I am staking STEP, NOS and WHALES long-term and I am quite confident in their eventual recovery. 26-34% ATR is not bad. My biggest shit-coins have been SCS (down 40%, and I also bought 2 Solana Casino bears which have also lost lots of value, while staking rewards are down and down) and SOLCHAT (only down 1.1% because I was lucky enough to sell some CHAT at 5 USD or so). I think, honestly, CHAT is not going to work as long as 90% of people who are interested in chatting are not part of the Solana network. Similar to all other social media cryptos -- there is not enough adoption for this yet. However, for SCS I am optimistic, because gambling is popular and I have to admit their website is fantastic and works very well. So I will hang in there...

Rayugen
>>145318251

Yes I did. Would love to hear James thoughts on these negative points on Sol.

TurboGoose64

Do you have a view on IO James? Apparently its the same space as NOS but wins on every metric (adoption, tech etc..)

SuperRock

James I thought you had dabbled into Blockasset?!? Why not in this list?? And how about an IO analysis? I know they have unlocks but not a biggie and they seem to be way bigger than nosana and better Tokenomics? Would you please consider reviewing it? Lots of folks been asking 🤩🙏🏼

Mr. X
>>145294856

Beware, I heard a few bad things regarding STEP, including by James. He didn't like it either last time he analyzed it.

Mr. X

It still might recover. NOS seems like a quality project in theory.

Mr. X
>>145751568

Many people already suggesting trading NOS for IO. I wonder if this would be a legit play…

Pink Panther

Bonk? Didn’t realise you bought it.

SuperRock

James 2 quick questions, 1 - you mentioned buying Blockasset, why is it not on the list? 2- you said many times, even recently on DCA, that JLP is one of the top 3 alts, why is it so little of a percentage on your portfolio??

SuperRock
>>146315285

Finding it dead.... I've been monitoring this for a while and, for instance, whilst IO.net keeps growing, NOS go to X and they still have a miserable number of 49k followers for a long time... Whilst IO are already on the 500k mark roughly speaking and seems way more legit whilst having better Tokenomics... They had a small unlock recently which was made a big deal but was a nothing burger. Though I used to have NOS as one of my main alts, I'm extremely disappointed and now I'm way more bullish now on IO than on NOS. NFA.