Invest when there is no buzz. What am I buying?

in LeoFinancelast month

Hi HODLers, Hiveans and Lions,

As all of you, I am getting some Crypto Bull Market Vibes and I want to make the most of it.

I missed some of this $BTC explosion but I think it is still the time to make life changing money. I dislike Meme Coins and decided not to chase these as the volatility prevents most smart traders from using leverage.

I have opened $BTC, and $ETH positions as a lot of people here but I really loaded up bags on the 2 following names.

My heavy positions

As I missed the first pop and through experience, I know that chasing performance is a losing strategy. I am investing heavily in one of the next leg of the pump: Exchanges

Uniswap

Fees are reaching $5 to $6mn per day!

Aave

I am not going and talk about prices and targets, I believe this is useless. I am just going to tell you my easy thesis:

  • Nobody looks at it. Price performance has been bad
  • Usage increased a lot and this will continue. At some point in the cycle, people will extrapolate this high volume to derive a valuation: it will be time to sell

*Not Financial Advice

Stay safe out there,

Posted Using InLeo Alpha

Sort:  
Fees are reaching $5 to $6mn per day!

What I always wondered about these fees that are generated on Uniswap is how they really matter for the token since they fully go to liquidity providers who risk impermanent loss. At least that is how I understand it. If they turn on protocol fees, isn't there a risk that many will just move to a platform where there are no protocol fees ?

I dislike Meme Coins
I used to be the same but really flipped my mindset after 7+ years in crypto seeing the biggest garbage always pump the most. If I would have the bet, it would be on memecoins outperforming everything this cycle. That said, I still prefer to keep most in stuff that actually has fundamentals and less risk.

This is an extremely fair point. I have to research exactly if some part of these fees is going back to the protocol and/or Uniswap team. I believe they had implemented this to sustain long term growth and make it attractive to own $UNI tokens.

There was a risk to do that back then but the app is now such at the center of all DeFi apps that it might have the size to still attract liquidity providers despite this extra "fee"

Thanks for this great comment. I appreciate your thoughts.

Sold my Uniswap tokens as soon as I got the airdrop. Maybe it's something else to add to my list of FOMO

Oh wow, you never went back to buy some or HODL some after the airdrop? The airdrop seems like it was a century ago :).
I might be totally wrong on this but I just feel it is deemed "not-exciting" and therefore, no one is buying $UNI at the moment.

Certainly not bad ideas, I am more exposed to Meme coins when it comes to investment’s outside Bitcoin, Ethereum (and HIVE). They are a huge narrative this cycles and some have already outperformed a lot (e.g. PEPE, WIF, BRETT) and will continue imo to do so.

I wish you luck brother! MEME stocks are going to pump and dump. Gotta be a good trader to be on the right side each time :D

Yep ... this is the secret of getting rich in bull runs ... keep telling it!