My Top 10 Crypto Positions

I have a 7-figure crypto portfolio and I’ve been covering a variety crypto projects on my Youtube channel for several years now.

Naturally, I get asked what’s in my portfolio a lot. So, here are my current top 10 portfolio positions (by value):

Bitcoin

Coming in at almost 50% of my entire portfolio is Bitcoin. It’s one of the only crypt assets I feel confident will be here in a decade. One of my main goals in crypto is to get as much Bitcoin as I can. Most of my other positions exist to give me more Bitcoin. That doesn’t mean I don’t believe in them, it just means that in the shorter term, I expect them to outperform Bitcoin and let me sell them to get more Bitcoin. Some of these I might buy back into in a bear market or continue holding a portion of my bag through a cycle. But nothing beats Bitcoin for me. It’s the foundation of my portfolio.

Flux

My second largest position at 19% of my portfolio is Flux. It’s a decentralized cloud compute platform that I am very bullish on. I run a bunch of their nodes that earn tens of thousands a year. I think 2025 could be THE year for Flux considering how hot AI is right now and how much of a narrative I expect it to be in the bull cycle. AI requires a ton of compute horsepower and I’m hoping Flux carves out a segment of that market.

Timpi

Making up 7% of my portfolio is Timpi. They have built the largest decentralized index of the web. Their web data index is nearly as big as Bing’s. Google, Bing, etc, all crawl the web, collect data, and build an index of all that web data. Timpi is doing the same, except people like me and you can run the software (nodes) to do that web crawling and get rewarded for it. Data is the new oil. So I am bullish on data plays. Timpi is also a micro-cap token that could have a wildly massive upside.

Kaspa

Next up is Kaspa at 6.25% of my portfolio. I started mining Kaspa in 2022. It has performed amazingly well since then. Kaspa is a layer one blockchain that is mineable. That’s a very simplistic way to view a very complicated and advanced blockchain, but it being mineable is one of the reasons I like it. I have been investing heavily in Kaspa mining rigs to increase my exposure. They also just launched tokens on their chain (KRC20) and I bought $1000 worth of a token and it turned into $14,000. I posted about this in Zzz Money Club.

Goon

At 3.75% I have a memecoin: Goon. I am not a memecoin guy. However, I kind of found my way into this one and was super impressed with the community around it and with the potential upside. It’s a memecoin on Polygon… a chain that doesn’t have very many memecoins. My thesis here is that if Polygon performs in the bull run, then people will flock to the various tokens on the chain. With a market cap of only $2M, Goon could have a major explosion if that attention finds its way to the token.

Gunzilla: Off The Grid

I think crypto gaming will be MASSIVE. And the gaming studio, Gunzilla’s game, Off The Grid, looks amazing. AAA game with a killer team and only positive feedback so far. This one makes up 3% of my portfolio. I have several of their validator NFTs that will earn their GUNZ token when the game is live. I think this game could be huge.

Index

When the bull run arrives, beginners will be overwhelmed. For the same reason index funds are so popular in stocks, I think crypto index funds will also be popular. It makes decision-making easier. That’s why Index makes up 2.4% of my portfolio. They are building crypto index funds and they already have an in with Coinbase since their governance token is listed there now. Once they get their index fund tokens listed on Coinbase and when the masses arrive, this one could be a rocket ship.

Blocksquare

Taking real estate properties and fractionalizing them so that lots of people can invest in them has been a pipedream for a long time. Well, now with the help of blockchain, it’s becoming a reality. Blocksquare makes up 2% of my portfolio and they have properties fractionalized on the blockchain NOW that you can invest in. This is an exciting and emerging market and Blocksquare has a pretty small market cap so I am excited about the possibilities.

Clore

At 1.5% of my portfolio, I have Clore. It’s a decentralized compute platform. With the huge demand of AI compute is more needed than ever. Clore is bringing that compute to the people who need it at a great price. And making up the compute network itself are everyday crypto miners and enthusiasts. Clore has a much smaller market cap than many of its “competitors” which screams opportunity to me.

Geodnet

Finally at the number 10 spot and making up 1.25% of my portfolio is Geodnet. What they do is simple. They make satellite positioning data more accurate. Would you rather have a robotic lawnmower that uses GPS data to be accurate to 10ft or to 1cm?? Geodnet helps GPS data be accurate down to 1cm. You run a base station at your house to contribute to their network which makes this location data far more accurate and you get rewarded for it. They already have real revenue and customers. It’s a very in-demand dataset and given how small Geodnet is today, I’m mega bullish on it.

That’s my top 10! Hopefully, that gives you a few interesting crypto plays to investigate yourself. But don’t buy ANYthing just because I have or because I mentioned it. Do your own research and decide for yourself.

I do post pretty frequent updates about my portfolio and reveal my position sizes, plus all my buys and sells in my private membership Zzz Money Club if you are interested.

Onward to 2025!