Crypto Portfolio Update 2025. Biggest Bull Run About To Start! Here’s What I Hold!

The House Of Crypto

Introduction to Crypto Portfolio

The crypto market is expected to rise in the next few weeks with the new US president taking office. This update covers the coins being held, including old coins that profits have been taken from and new ones being DCAed into.

Market Overview

  • Bitcoin is pushing higher, with low funding rates indicating potential for further increase.
  • If Bitcoin moves higher, it will likely bring altcoins with it.

Altcoins

AI Narrative

  1. Tars Protocol:

    • Market cap: $232 million
    • Holds a grant from the Solana Foundation
    • Focuses on building the future of AI on Solana, providing an application stack for new companies to build AI applications
    • Anticipated to head much higher, potentially 10x or beyond

  2. Humans.ai:

    • Market cap: $231 million
    • Allows individuals and corporations to build their own AI agents
    • Partnered with Nvidia and has other exciting developments
    • Potential for 10 to 15x or more in the future

  3. Lava:

    • Market cap: $32 million
    • Enables AI agents from different layer ones to interact with applications across ecosystems
    • Partnered with significant names like Near Protocol and Filecoin
    • Potential for significant upside, possibly 10 to 20x or beyond

  4. Laker AI:

    • Market cap: $12.3 million
    • First Web3 AI super app powered by on-chain data
    • Accepted into the Google Incubator program with over 50,000 downloads
    • Potential for 20x plus during the bull market

  5. Based AI:

    • Market cap: $142 million
    • Decentralized artificial intelligence network focused on privacy and security
    • Moving towards AGI (Artificial General Intelligence)
    • Potential for 15 to 20x or more in the bull market

Real World Assets Narrative

  1. Brickin:

    • Market cap: $22 million
    • Tokenizes different types of assets, including real estate and investments
    • Backed by the EU and partnered with PWC and other big names
    • Potential for significant upside, possibly 20 to 30x in the bull market

  2. Lingo:

    • Market cap: $54 million
    • Combines real-world assets with gamification
    • Attracted investments from large financial institutions and partnered with big brands like Nike and Spotify
    • Potential for significant upside

  3. Clearpool:

    • Market cap: $299 million
    • Traditional real-world assets crypto, staking, and lending platform
    • Regulated and has key partnerships, with $661 million in loans created and a TVL of over $100 million
    • Potential to move towards a billion-dollar market cap or beyond

  4. Ourtrade:

    • Market cap: $42 million
    • Allows the purchase of luxury items at a discount by staking tokens
    • Already has around 5,000 investors and traders
    • Potential for 10x or more

Gaming Narrative

  1. My Lovely Planet:

    • Market cap: $32 million
    • Blockchain game from the creators of Candy Crush
    • Unique benefits, including tokenization and a marketing game involving planting trees
    • Potential for significant growth, akin to Candy Crush's multi-billion dollar market cap

  2. Metacade:

    • Market cap: $43 million
    • Play-to-earn games ecosystem built on a different blockchain
    • Passionate community and potential for significant growth like Gala Games
    • In a continuation pattern, with potential for accumulation around 2.5 cents

  3. Beam:

    • Larger market cap layer one blockchain with over 30 games being built on it
    • Significant partnerships and potential for exciting developments
    • While not expected to do 8 to 30x, it can anchor the portfolio during sell-offs

Conclusion

  • The portfolio is diversified across AI, Real World Assets, and Gaming narratives.
  • Each coin has its unique potential for growth based on market cap, partnerships, and use cases.
  • It's essential to do deeper research and consider the entry points for each coin, as not all may be at good value currently.