The Milk Road Show
Meme coins? Portfolio Strategy & Cycle Analysis with OSF (Rekt Guy NFT Founder)
May 30, 2024
Former Barclays trader and Rekt Guy NFT founder, OSF, discusses his bullish stance on meme coins, sharing his portfolio strategy and predictions for the current cycle. He reveals swapping all SOL for WIF, plans for profit-taking, and insights on market dynamics and exit strategies.
27:42
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Quick takeaways
- OSF's high conviction in meme coins showcases the potential and strength of this market segment.
- OSF's prudent profit-taking strategy in response to the evolving crypto cycle reflects a cautious and goal-oriented approach to investing.
Deep dives
OSF's Portfolio Strategy and Composition
OSF follows a risk-on and aggressive approach in managing his crypto portfolio. He focuses on taking large, concentrated positions in a few tokens rather than diversification. Over half of his portfolio is in meme coins, reflecting his belief in the potential of this market segment. Alongside meme coins, his portfolio includes ETH and SOL, creating a strategic balance in his crypto investments.
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