Another couple of slow weeks have passed. The portfolio is suffering a bit due to the 'slow' bleed on our biggest holding; DAO. I say 'slow' because it's slow in Crypto terms (-25% in 28 days). But it's not a small percentage after all.
Although we had another presale last week (KICKS for 750$ allocation), The incubation scene in the crypto space is currently hibernating, and gone are the days of the bull market where we had pre-sales day in and day out with x5-x10 multipliers.
No worries, they will be back in due course. In the meanwhile, it's a patience game while we prepare.
- In the last bull market I missed out big on Splinterlands, so for the next one, I want a moderate exposition on Splinterlands-related assets (even more if they produce an income). The big winner IMO in this category is License Nodes (I also plan to run it later on). These last couple of weeks I purchased 3 more for the SEED Portfolio for an aggregated price of 1800$ each. Total count at 7. This has been the most relevant purchase this week.
I wonder if I should keep our SUZUME. We're currently still x2,5 up in that one but I wonder If it just should be better to hold stables atm. It's only a few hundred dollars but hey, everything adds up.
Slowly but surely, SEED is positioning itself in a position where most of our liquid value is generating yield and supporting future liquidity for presales. We're already in a self-sustaining state (at least at current market rates). Further unlocks of locked liquidity will only improve this situation; so, accumulation must continue.
Current SEED Stats
- Circulating supply: 100K (full released)
- Total value of AUM: 145.230$
- Backed value of each SEED: 1,452$
I've found some time to redo the table with columns, enjoy!
Enjoy that sunny Sunday!
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