In the past few months, the market has directly wiped out the profits of the past two years. I believe many people can relate. After eight or nine years in the crypto space, I have become a lonely person, and honestly, my passion has also diminished. Recently, I have been thinking about how to preserve my principal while not missing out on this wave of AI empowerment in the crypto trend. My requirements are not high; with my current funds (1,050,000 USDT), a 10x return would be enough for me to retire. A couple of days ago, I withdrew all my short positions in USDT, which is definitely a bit crazy. I have allocated different coins and transferred them to my wallet, leaving only 100,000 USDT to wait for uplink and 50,000 USDT to play with coins. Rather than saying I want to keep up with the market for fear of falling behind, it’s actually that I can’t settle down, playing while watching whether Trump will stir up something big in the crypto space soon!!
Rather than saying this time was carefully considered, it's more like a paranoid gamble. In fact, the crypto world is just a gamble, merely a self-comforting certainty of the future; otherwise, it will eventually be drained on memes or contracts.
If you also believe AI x crypto is the future, here is my allocation and logic. This is just for reference; if you lose, don't blame me. Speaking of this reminds me of when I bought BTM for 50,000 USD, which went to zero. I still want to find that bastard!
Bitcoin 30%
Ether 15%
Sol 15%
$RENDER 10%
$AKT 10%
$GRASS 10%
Uplink 10% (Waiting for token release)
The logic of this allocation
The popularity of AI won't make Bitcoin a payment currency, but it may make it an 'asset reserve' for AI!
If AI in the future becomes an independent economic entity (2-3 years), it will need a type of reserve asset that 'humans cannot freeze, cannot inflate'. The US dollar won't work, and U is even worse. Bitcoin is the only choice. This is not about trading coins or belief systems or logic; it's 'AI may need it to survive and surge'. It's false that Bitcoin will reach 1 million USD in the next 5 years, but it is possible to reach 500,000 USD.
Ether: The ecosystem is deep enough as the settlement layer for AI Agents. If the AI economy takes a 'slow and steady' path and Vitalik doesn't do anything strange, Ether is at a relatively low point. There’s great appreciation potential in the coming years; breaking through 5000 USD could mean 20,000 USD.
SOL: High performance, low fees, AI x crypto ecosystem (DePIN, AI Agent) is the most concentrated public chain. In the future, million-level AI high-frequency interaction scenarios, Sol is the first choice. Now, over 80 USD for one SOL is already relatively low; at least it should touch 1000 USD at peak.
RENDER: The leading decentralized GPU computing power. The BME economic model has been validated, and demand directly drives deflation. Transitioning from 3D rendering to AI computing with real customers; it's a gamble on whether it can successfully transition, and if successful, will start at 20x.
AKT: Decentralized cloud computing 'price butcher', costs 70%-85% less than AWS. Deployment increased by 466% in a year, BME has upgraded, and it will pull back in the short term, but elasticity and future space are much larger. 20-50x
GRASS (data layer DePIN): Selling idle bandwidth for AI training. User growth is rapid, and the track is unique. Once the market warms up, reaching a new high is a dream.
Uplink (not released): Decentralized WiFi network, with 5 million routers registered. Pay attention to testnet or node sales, the cost is extremely low. This can only be waited for!
Since I've bought it, I must have principles: hold long-term, sell half at 10x after 5 years, sell all at 20x. I've set this on pepeboost (supporting my fellow countrymen). No leverage, no borrowing; allocate spare money. This is definitely not spare money for me, it's basically my whole fortune. Losing it would be painful but wouldn't affect my life!
I am 35 this year, have been in the crypto world for nearly 10 years, and I hope to retire at 40 to spend more time with family. I also want a sex life; I don't want to keep staring at the screen every day, especially living in fear every time my phone buzzes at midnight.
I've already bought this plan; do you dare to follow?
The comment section is where you can discuss your thoughts, but can't persuade; don’t persuade, the damned ghost won't block the wealth I should have. In the crypto world, there are only zero and successful exit, each has its destiny!