I'm Deploying My LAST Cash On These Altcoins! [Full List]

Summary of the Video Transcript

Introduction

The speaker discusses their decision to go all-in on the market, deploying all their remaining cash despite the fear in the market. They mention that they rarely go all-in, but this time they have a strong conviction.

Reasons for Investment

The speaker cites several reasons for their investment:

• Seeing real fear in the market for the first time in a long time
• The market's reaction to the CPI data and the potential for a reversal
• Whispers of David Sachs and the Trump team working on a legislative strategy for crypto
• A crypto ball hosted by David Sachs, indicating a positive sign for the crypto community

Portfolio Construction

The speaker outlines their portfolio construction:

• They are invested in high-risk altcoins, specifically those related to AI and crypto
• They have sold their Ethereum to invest in other assets
• Their portfolio includes:
  • Solana (SOL)
  • Sui (SUI)
  • Phantom (PHM)
  • Hyperliquid (HYL)
  • Aerodrome (ARD)
  • Radium (RDM)
  • Curve (CRV)
  • Athena (Athena)
  • Link (LINK)
  • Beam (BEAM)
  • Ronin (RON)

AI Agents

The speaker discusses their investment in AI agents:

• They are invested in AI16Z, Top Hat, and Colin (the AI assistant)
• They believe that AI agents will be a major player in the market
• They are excited about the potential for AI agents to disrupt various industries

Conclusion

The speaker concludes by summarizing their portfolio and encouraging viewers to do their own research and invest wisely. They also mention that they will be discussing more about AI agents and their portfolio in future videos.