April 5, 2024
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Check out my ‘real-money’ digital asset portfolio, consisting of the world’s best crypto assets I plan to hold till the end of this decade.
Digital Asset Portfolio
Disclaimer: I’m not a financial advisor. No content is meant to be a recommendation. Please do your own research. Pages might contain affiliate links. Please read my Disclaimer page.
My Digital Asset Portfolio
Update 29th Feb 2024: The bull market started. Let’s just ride this wave till we reach new ATH, then take it from there.
Update 12th Feb 2024: Lots has happened. BTC recovered big time.
Update 5th Jan 2023: BTC recovered big time. Crypto-investing-wise, 2022 was a dismal year for me. At the height, I had 2,8 Mio USD in crypto. I luckily pulled out 500,000 USD in July 2022 when selling 90% of my long-only crypto fund (in which I had invested 100,000 USD in 2018).
Update 4th Feb 2023: I currently have 725,000 USD in crypto, about the same amount as in my All-Weather Portfolio.
Update 2nd Nov 2023: Cleaned up my portfolio a bit, only showing my major positions.
My Crypto Journey
I bought my first Bitcoin in mid-2017, after watching this Andreas Antonopolous video on Youtube. My first purchase was at 1,500 USD.
After watching Andreas’ speech, I was hooked.
It made me read a lot, and the second coin I bought was Ethereum.
In retrospect, it was pure luck that I got in at that time because all prices started to increase till about the end of 2017.
Then, in Feb 2018, I invested 200,000 USD in a long-only crypto fund, after Bitcoin came down to 12k from 20k USD. I felt super smart because I did not invest at the top!
A few months later, Bitcoin fell to 3,500 USD, and the crypto fund managed to be down by more than 90%. MAJOR EFFING OUCH. That really really sucked.
My 200k became 19k USD. As it was a closed-end fund with a three-year lockup, I couldn’t sell any shares.
So I decided to jump down the rabbit hole and study the space even more, and really try to learn as much as I could.
I then bought 5x Bitcoin at 4,000 USD, and 10,000 USD worth of ETH (avg. price 198 USD).
Three years later, the fund’s 200k USD grew to 1,05 Mio USD, and things surely look better. Ultimately, the fund was liquidated and I got 700k USD.
Generate Passive Income On Your Crypto
I actively use each chain and protocol, be it simply for using its DAPPs, staking, liquidity mining, on-chain governance, or to pay for gas fees.
I recommend you to really “use” and “test” the protocols you are invested in. I learn a lot through that.
At the moment, I do a lot on Solana, Hedera, Defi Chain, Ethereum, and Thorchain.
I completely stopped CeFi platforms such as Nexo, after the Celsius implosion (I unfortunately have about 120k USD locked assets on Celsius).
Currently I am generating about 25 USD per day on Cake Defi.
Check out my full passive income on my Dividend Calendar page.
For 2022-2024, I’m particularly bullish on Hedera, Solana, and Thorchain.
I believe it won’t be long before more people recognize especially the importance of Thorchain, allowing swaps between Layer 1s without the need to bridge, wrap or peg assets! Game changer.
I believe Thorchain is one of the most important infrastructure elements of the entire digital asset space and a cornerstone asset in my (ultra) long-term digital asset portfolio.
Re. Hedera – what I find the most amazing characteristic about it is its one-of-a-kind governing council of leading Fortune 500 companies.
Having a diverse group of 39x multinationals deciding what to build next and what to change, gives the required trust and assurance for other large enterprises to build on Hedera – a sleeping giant!
Would love to hear what you think of my portfolio.
Full Passive Income
I generated $157,000 US in passive income in 2023.
Like to see the breakdown?
👇
How To Calculate Taxes On Your Crypto?
I am a premium Cointracking user since 2019 and love the fact that I can connect all the exchanges and wallet I am using, and Cointracking simply crunches the numbers and prepares a printable one-pager with my capital gains, staking rewards, airdrops and passive income – love it.
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