Here is my Smart Money Portfolio revealed

The results of following smart money for 13 months now.

Let’s get straight to it. Here is my portfolio:

Chain

Token

Portfolio %

Sol

USDT

29.55%

Sol

SOL

23.71%

Base

VIRTUAL

11.80%

Sol

RAY

10.60%

Sol

AI16Z

6.98%

Sol

GRIFFAIN

3.70%

Hype

HYPE

3.39%

Sol

ARC

3.14%

Sol

TRUMP

2.00%

Base

AIXBT

1.59%

Base

ETH

1.32%

Sol

FARTCOIN

1.04%

Eth

SPX

0.52%

Sol

VVAIFU

0.40%

Eth

ETH

0.28%

A (short) explanation of each asset:

USDT: I always try and keep my cash position around 30%. This allows me to buy into the dips and it also forces me to take profits as other assets appreciate. This discipline separates professional investors from rookies.

SOL: Solana is my favorite chain. Period. For so many reasons. It’s also the most chosen chain of smart money every week.

VIRTUALS: AI had a very very quick time in the spot light in the end of last year and early this year, before capital got sucked into TRUMP, MELANIA and other memecoins. Smart money sold off to chase these memecoins, but they have since sold off and have begun to stack AI coins, which indicates that they are expecting something. (eyes)

Radium: This company makes so much money in fees. Some weeks it makes more than Solana itself. This is a case of “buying the casino” instead of playing the casino. Another favorite of those in the know.

AI16Z: I haven’t spent too much time digging into the technical details of this one (or other AI launchpads), but again, I’m following smart money. An AI powered venture capital firm.

GRIFFAIN: An AI launchpad favoured by smart money.

HYPE: Not influenced by my usual smart money analysis. I just love their ethos. A blockchain actually built for defi.

ARC: Another AI agent launchpad favoured by smart money.

TRUMP: A “political memecoin” that was launched with a single tweet and reached a market cap of $70b in a couple of days. I bought back in when the market cap was $3b, and all I need to make money is another tweet from Trump. Personally, I think he will tweet about this again in the next 4 years.

AIXBT: My only AI agent coin. Favorite among smart money as it delivers real value and utility, it is not just based on speculation.

ETH: Smart money is leaving Ethereum (layer 1) and personally I can see why. It’s slow, expensive and can’t handle many transactions per second. I have a some Ethereum to pay for gas fees when I need to. On Ethereum and Base chains.

FARTCOIN: Yes, I know it’s ridiculous, but smart money loves this one. And therefore… So do I!

SPX: This is the only “pure OG memecoin” that I own. I believe it is the only meme with a sustainable story. They want to flip the S&P500 (become higher value than the US stock market S&P500 lol), and famous spokesperson Murad believes it will hit $100b. I personally believe it will hit at least $20b in the next 5 years.

VVAIFU: I personally think this will become the Pump.fun of AI agents, and if history tells us anything, this will make lots and lots of revenue and market cap will grow as a result.

Next week……. I will be showing you how to purchase all these tokens if you want to copy trade me. As always, do your own research, my goals may not be your goals.