It's rare for me to do this, but this time I'm going to share the Top-5 Cryptos that I think are worth accumulating.

First disclaimer, this is a personal opinion and I bought most of it!

So I'll just share the narrative:

1. Bitcoin Ecosystem

I've been saying since last year, I have high-conviction in the Bitcoin Ecosystem! The thesis is very simple, Bitcoin has a market-cap almost 4x that of Ethereum, and since the last 2 years, there have been so many projects that have built something like Ethereum but above Bitcoin. So it is very possible, this Bitcoin ecosystem will be extraordinarily large.

My pick: $STX, $ORDI, $BB (launch soon!)

2. Layer-1

We all already know, layer-1 is always the favorite narrative in every cycle, and I'm sure there will be a layer-1 that can perform very well in this cycle. And again, I always say that layer-1 that has the potential to outperform is the one that was just launched in a bear market or in the last year, because it is still fresh and will usually get more attention than layer-1 that has performed in the previous cycle.

My pick: $TON, $RONIN, $SAGA

3. Solana Ecosystem

Solana can no longer be denied as a dark horse in this cycle, even though previously it was highly fud as SBF's coin. But look at its performance in 2023, outperforming Ethereum 10x! This means that so much liquidity from the market has flowed to Solana, compared to Ethereum and other projects, so it is very possible that the Solana ecosystem will continue to develop rapidly over the next 1-2 years.

My pick: $JUP, $BONK, $TNSR

4. Decentralized Finance / DeFi

DeFi is also one of the favorite narratives in every bull market, and what makes it even more interesting is that the DeFi sector can be said to not even be hot at all! So in my opinion, this is still the best time to accumulate DeFi Projects! But once again, of course I'm more interested in DeFi which just launched in the bear market / last year, which carries a new narrative in the world of DeFi, namely LST / LRT / Retaking. 

Pick gw: $ALT, $PENDLE, $REZ

Wdyt