With Bitcoin hitting and ALT High today and Splinterlands carrying on with the CRAZY CRAZY I thought it might be a good time to review my crypto holdings, it's been a little while since I've done this anyways...
Besides the increase in SPS value, my Crypto Holdings have remained amazingly stable over the last couple of months, and now look like this:
(Yes, soz, discretion leads me to just put the proportions in place!)
My Splinterlands cards are worth around 40% of my Portfolio, and if I combine SPS and the rather smaller value of DEC it goes up to 50% - and that's not even including the TRACT value!
Damn, that's dominant, but, hey, that's cool by me, there's not a lot else out there that yields so well and in so many ways as Splinterlands ATM.
I actually find it easier to analyse everything else by excluding the Splinterlands cards....
So, after the cards we have...
- Just < 30% = Hive - I've actually PDd a bit, but I've ended up with most of that on Hive-Engine, to pool with DEC, for that juicy 200% SPS airdrop!
- 20% = BTC - I haven't bought anymore recently, it's just sitting there in cold storage mostly, with a small amount compounding on Cub Defi.
- 15% = SPS - This is the biggest growth area recently - I have 52K staked and 3K liquid, I imagine the value of my SPS holdings will shrink a bit over the next month, despite the fact that I intend to stake more and not sell very much. I'm not sure how I feel about having such a whack in SPS.
- 8% - Stables - Nice and balanced, around 10% - split across BSC/ Terra/ Polygon. I should add in ETH TBH!
- 5% - DEC - well it does yield at 200%!
- 3% - ETH - I don't like ETH - I sold a fair chunk for Crypto Raiders, in fact I SHOULD have counted them here, my over all assets defo bring them into the T10 (maybe I'll do this next month).
- 3% - LEO - I have sold a little LEO recently, better returns elsewhere, it's that simple.
- 3% - Rune - Kept the faith with this, hopefully it's going to come good anytime soon.
- 2% - AVA - I recently unstaked all of this - I don't travel much, and now there's no capacity to earn on it I'm probably going to sell a good chunk of it.
- 2% - BNB - I'm a reluctant BNB holder, but it yields so well on so many pooling options.
By the time I get out of the above I've got MUCH smaller amounts of the following, but still quite hefty sums....
- 1% - Cake - I like the 70% return on Cub, in fact I just bought some more yesterday - it looked tempting at $20 with a possible alt pump around the corner.
- 1% - Cub - I did sell some for SPS a while back, but I earn so much of it I've earned it all back again!
- 1% - AKT - There's a lot of attractive staking options on Cosmos - 40% raw AKT, and 100% pooled with ATOM.
- 1% - ADA - I've been accumulating this steadily, and staking it with the Yoroi wallet, with DEFI projects around the corner, I'm anticipating maybe a few airdrops on ADA stakes in the future.
This reflects Hive doing well rather than a lack of balance I think...
As I mentioned above, I have Powered Down some Hive, and sold some LEO recently, so I have been rebalancing out of Hive - the shrinking percentages of everything after DEC reflect Hive and Splinterlands having done so well in the past month rather than my selling anything else - most of my other assets have remained a bit flat....
Hopefully it's their time to 'do something' in the coming month!
P.S. approximate %s above!
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Yes, you are absolutely right.
Where is DEC getting a yield of 200%?
Also are you using tribaldex to do defi on hive?
It's the SPS drop - check it out on Peakmonsters, SPS page.
Although there is a bit a a question mark over how they work their maths out, for the card rentals too.
Interesting. Love seeing peoples portfolios, as it basically gives an insight into their worldview and you can then challenge your own, and the chances of an improvement is likely.
Honestly I never intended to have this much in Splinterlands, it's just because the prices exploded recently!
Maybe 10% ADA by eoy might be a good idea in my opinion. Mainly because it can be the ETH killer in the few years to come.
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It is one of the few coins I'm tempted to buy more of, and if it is the ETH killer, well it could become 10-20% or more on its own!
And probably it will for some time, seeing literally the thousands of new players every day.
I know, and the 200% return for just holding DEC is nuts. NUTS.
I am a little bit torn should I keep DEC in my wallet and participate in SPS airdrop or should I get cards and try to get DEC through rentals😶
I personally rent everything and I'm not investing in cards ATM, just holding the DEC for drops.
I will look to pick up a few more cards once we're a few million Chaos packs down the line!
If you get cards, you can still get sps airdrops and get dec through rentals. I guess
I like your unbiased reviews. Why are you still investing in Cub? Just curious
I've sold a lot TBH - especially after that DISASTROUS Cake Pop fiasco. (I didn't invest, thankfully) but now I've stopped and am piling into the BUSD-CUB pool.
I think I've done quite well on Cub - bought low, sold most of it over $0.50 now holding on to it.
I generally don't hold DEFI coins.
Sir ... are you a millionaire now :)
Buy some eth.
Also is there a difference between the dec:hive pool and the dec:sps pool?
Not a millionaire yet, maybe with the Tract, in a few months, who knows!?
No difference at all - they both count towards the double SPS for DEC drop!
You in the hive:dec pool?
I'm in the sps:dec as I almost see them as one asset, while hive can go up and down independetly from sps.
Can't help but admire the way you keep track of your assets and spending...It's definitely paying off and foresee a very comfortable future ahead for you...especially when I consider your minimalist style
TBH I needed to do this, I've got a bit lost with all the Splinterlands stuff going on!
I don't think I'll ever be sold on Splinterlands, not because I don't think it has potential but because I have very minimal interest in games. I'm banking on LEO as far as hive projects go and let's see how things play out in a few years
I don't have that much interest in games either TBH, I was just lucky to have some spare cash from the Steem PD to spend on something, I got lucky.
I'm sure LEO will continue to do well, it does seem quite tied to the price of ETH I notice!
You've always been awesome in your analysis. You could be my tutor on leofinance and crypto analysis if you're chance. Thanks you've been a source of support. You're truly a friend.