May 10, 2026 11:50 AM
(This post was last modified: Sep 25, 2026 04:36 AM by jcole.)
Updated portfolio allocation 9/25/26
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I figured I’d drop a thread showing what I’m currently holding as we navigate this $80k+ Bitcoin range. I’ve been focusing on a "Barbell Strategy" keeping a heavy weight in the kings (BTC/ETH) while betting on high-throughput L1s and some reliable mid-caps. There are some coins that I'm holding that have been risky investments over the years, but unlike some others on site that I have seen.. I'm not going to sell it and take a loss unless I plan on writing it off on my taxes.
90% of my portfolio is currently held in Layer 1 assets.
Coin/Portfolio %
Bitcoin (BTC) : 46.50%
Cardano (ADA) : 12.28%
Litecoin (LTC) : 11.74%
Ethereum (ETH) : 10.58%
Polkadot (DOT) : 8.64%
Sui (SUI) : 6.87%
Solana (SOL) : 3.31%
XRP (XRP) : 2.56%
Tether (USDT) : 0.81%
100% USDT. Quite fucking angry was going to all in SUI but wanted it go go a little lower. wll rip 50% .
(May 10, 2026 12:21 PM)Costanza Wrote: 100% USDT. Quite fucking angry was going to all in SUI but wanted it go go a little lower. wll rip 50% .
I don't trust the US dollar to put all my money into USDT. What is the benefits of having all your money invested into that coin anyway?
I have nothing in crypto currently, too much things happening irl and with money being tight I'm just making ends meet.
Combining my 2 portfolios it currently looks like this:
btc 41,38 %
ltc 30,17 %
sol 20,47 %
eth 7,33 %
usdg 0,65 %
with a few very little percentages in other Cryptos which arent worth talking about.
The risk of not taking risk is riskier than comfort.
Never Deal Off-Site!
(May 10, 2026 12:58 PM)Eran Wrote: I have nothing in crypto currently, too much things happening irl and with money being tight I'm just making ends meet. I understand that and I've been there. It's tough economically right now for everyone. I've been grinding 60 hours weeks for 28 months non stop, and these last 7 more I've been working upwards of 85 hours a week.
(May 10, 2026 01:00 PM)HerrWinston Wrote: Combining my 2 portfolios it currently looks like this:
btc 41,38 %
ltc 30,17 %
sol 20,47 %
eth 7,33 %
usdg 0,65 %
with a few very little percentages in other Cryptos which arent worth talking about. That's a solid portfolio. Looking at my number on paper I'd like to double my current supply of Solana. I believe it's a good coin with potential to jump to the mid hundreds.
(May 10, 2026 01:04 PM)jcole Wrote: That's a solid portfolio. Looking at my number on paper I'd like to double my current supply of Solana. I believe it's a good coin with potential to jump to the mid hundreds.
Thanks, I will up my game in most likely sol, btc and sui because I have too little invested to make a good difference. Yours looks very good too, solid and i see the strategy behind it.
The risk of not taking risk is riskier than comfort.
Never Deal Off-Site!
(May 10, 2026 01:12 PM)HerrWinston Wrote: Thanks, I will up my game in most likely sol, btc and sui because I have too little invested to make a good difference. Yours looks very good too, solid and i see the strategy behind it.
My worst investment has been Polkadot, but I've DCA'd for almost two years now to get my average cost down to $2.70. If I can make my money back that would be awesome.
I'm currently full fiat at the moment. I got out of crypto about a year ago. I'll probably just buy Bitcoin or gold in the coming weeks. Not sure how much I want to hedge but the market looks too volatile to get in ATM.
(May 10, 2026 01:34 PM)Chrome Wrote: I'm currently full fiat at the moment. I got out of crypto about a year ago. I'll probably just buy Bitcoin or gold in the coming weeks. Not sure how much I want to hedge but the market looks too volatile to get in ATM.
There was a really good dip recently that you could have bought into. I don't want to keep so much money into a specific fiat anymore.
(May 10, 2026 12:21 PM)Costanza Wrote: 100% USDT. Quite fucking angry was going to all in SUI but wanted it go go a little lower. wll rip 50% .
bro, everything’s going up and you decided to USDT IT ALL?
(May 10, 2026 03:28 PM)Mewtwo Wrote: bro, everything’s going up and you decided to USDT IT ALL?
USDT'd it all 2 months ago bud
60% Bitcoin
25% Sui
10% Solana
5% Chainlink
🚀 Signature space for sale! PM me if you’re interested.
May 10, 2026 07:56 PM
(This post was last modified: May 10, 2026 07:57 PM by jcole.)
(May 10, 2026 06:57 PM)Yin Yang Wrote: 60% Bitcoin
25% Sui
10% Solana
5% Chainlink
That's a solid portfolio. I should have put more into SUI, but I was fairly conservative with my purchase of SUI when it was at .90 cents a coin recently.
DO NOT DEAL WITH THIS MEMBER
My portfolio currently involves only SOL, but this will change really soon :)
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