Hey, What’s Cooking?

The markets have been behaving so naughty this week, that even staring at artworks on Saturday won’t make it up. So… It’s ok to eat your stress out, folks!

But don’t eat junk. Eat healthy. Today we share a healthy and tasty Saturday brunch recipe – editor’s choice edition.

Simple as that: chopped cucumber, sliced peppers, one sweet tomato, a handful of wholegrain pasta and a poached egg. Ah, and if you haven’t noticed, all that stuff on a bed of lettuce. You may also wish to add a bit of smoked salmon and olive oil. Voilà!

Do you guys invest in memecoins?

🔥 = Hell yeah!
🌚 = No, mum won’t let me
🗿 = What’s a memecoin?

Lido DAO (LDO)
Because you need to have a DeFi project in your long-term holdings
Ticker: LDO
Sector: DeFi, Staking
Market Cap: $1.43 billion
Current price: $1.61
Applicability: Lido allows to stake your ETHs without actually locking assets or maintaining infrastructure
Investors: Jump Trading, Paradigm, Delphi Digital, A16z, Coinbase, Dragonfly Capital and others
Amount invested: $190 million
Circulation supply: 80% of tokens are unlocked
Inflation: limited, because the max supply is limited and no major unlocks expected.
Conclusion: LDO offers a popular solution for liquid staking and has a clear business model. Good tokenomics, decent amounts invested. The last tokens unlock happened in March 2024 and the price did not yet skyrocket. A good investment opportunity – we allocate 7% in our HODL portfolio.

Artificial Superintelligence Alliance (FET)*
The hottest merger in the hottest trending industry. Previously known as Fetch.ai
Ticker: FET
Sector: AI, Infrastructure, Cosmos Ecosystem, Ethereum Ecosystem
Market Cap: $2.8 billion
Current price: $1.12
Applicability: Connects artificial intelligence, blockchain, machine learning and real world through “digital twin” applications. These can provide automation across various industries such as supply chain, healthcare, and travel.
Investors: DWF Labs, Ascensive Assets, Outlier Ventures
Amount invested: $74 million
Circulation supply: at least 17% of tokens are still vested by investors – we may expect market-makers to push the price up prior to unlocks
Inflation: limited, as 95% of the maximum supply already issued
Conclusion: appealing business model and real use-cases are in the project’s pipeline. It looks like some investors have already taken their profits, however there are signs that the price, especially given the upcoming merger between FET, OCEAN and AGIX – a rare event in the world of crypto.

* FET is merging with Ocean Protocol (OCEAN) and SingularityNET (AGIX) in July 2024. Therefore, we made a careful due diligence of all three cryptocurrencies in order to provide you with this investment idea. The new merged token will trade under the common ticker FET.

German government sold all of their BTC

Poor thing. Why oh why. Maybe they got way too nervous.

Don’t be like German government. Be smart and patient. We at Crypto Moonpie sold our BTC earlier this year only to reinvest the proceeds into the promising altcoins. All for the bull run!

No, no, no

Even for the love of the prettiest girls on this planet (ok, with a few exceptions) we will not abandon the DYOR principle!

It is always important to check upon the fundamentals of a particular altcoin, investors behind it, tokenomics and growth factors.

The good thing is that Crypto Moonpie diligently does this work for you. We spend hours researching the market, so that our dearest subscribers could pack their bags with the finest long-term investments. Because we love you and wish you prosperity! 😘

Know Your Investor, Part 2

We previously explained why you should be checking upon which VC firm backs a particular cryptocurrency that you consider for a long-term investment – see Part 1 here. But not all yogurts are equally healthy VC firms bring equal value to a project. Some are good at investing in 500+ cryptocurrencies, which dilutes their profits but at the same time diversifies their risks. Others may bring real value to the project and help the market cap grow. Here are our favorite VC that we believe should be on your watchlist, too. *

Jump Trading / Jump Crypto
One of the biggest high-frequency trading firms and a leading Web3-developer. They invest in new blockchains and some of their investments have shown impressive growth – Solana, Aptos, Injective, Celestia, Fantom, Sui – to name a few.

A16z
Quite a name in traditional venture capital from the Silicon Valley, Andreessen Horowitz (or A16z, as they call themselves) now also holds 160+ investments in their crypto portfolio. Investments include Solana, Near Protocol, Avalanche, Aptos and others.

Multicoin Capital
These guys have a vision in Crypto, we should say. They take into account the macro factors, the upcoming Web3 technology breakthrough and the behavioural economy, which gives them grounds to believe in the mass adoption of Crypto.

Polychain Capital
This fund’s team has profound expertise in Crypto and probably knows how to raise capitalization of the assets they invest in. It comes as no surprise that other crypto VCs also invest into Polychain’s hedge fund.

Paradigm
This firm is a real value-add investor. In addition to the financing, they also provide technical and operational support to their portfolio companies. If you see Paradigm onboard of a crypto project, then it is certainly worth considering for your portfolio.

Electric Capital
These guys are experts in tech, marketing and business modeling. They assist their portfolio companies with liquidity, governance, community building and provide strategic guidance.

DWF Labs
One of the top badass market-makers in the industry. Rumor has it, they can manipulate prices quite badly, but the team has been denying such allegations.

Sequoia Capital
A behemoth of venture capitalism that started in 1972 and invested early in such gems as Apple, ByteDance and Cisco. Recently, they’ve become a straight shooter in crypto investments, definitely worth following.

* Bear in mind that merely noticing a familiar VC name among the investors of a crypto project is not enough to make an investment decision. You should be also checking when the VCs invested, how much, at what prices and valuation, whether there are any lock-up periods, etc. Crypto Moonpie will prepare a separate blog post on this later.

Time to Buy
Crypto is falling again. This time mostly due to macro factors – crisis in Japan, conflict in the Middle East, stock markets decline. Stuff like that, you know.

Most hamsters are panic-selling, whilst most whales are accumulating more crypto on their wallets. We at Crypto Moonpie are calm as Tibetian monks at dawn and continue to buy more assets. These are the positions that we have increased in our portfolio during this week*:

• ETH
• ARB
• W
• 1INCH
• STRK
• TON
• APT

* Not a financial advice (as everything in this esteemed blog).

Why brief reviews are good for your health?
Most influencers waste your time by 50-minute videos or long-reads. We value your time: we do a lot of work so that you can spend 45 seconds reading a comprehensive analysis. Bigger than Twitter, better than YouTube.

Little information does not mean not enough information. Successful investors never wait until they have 100% of information on the asset. Research shows that 70% of information is enough to make an informed decision.

Besides, little information does not mean it is a result of little research. On the contrary, in order to make an essential brief summary you need to do more work than the one simply copy-pasting a lot of data which is eventually hard to read, and even harder to comprehend. As French philosopher Blaise Pascal once put it, ‘If I had more time, I would have written a shorter letter’.

That is why our reviews are so short, yet so comprehensive.

Crypto Moonpie Public Portfolio
We know that crypto markets have been moving sideways after a big decline. But we are still bullish and still waiting for the alt season to start in a few months.

Today we gonna share with you our precious HODL portfolio! These are the coins in our bags that we plan on selliing throughout the bull run in 2024-2025. Don’t be shy to hit your 🔥 reactions!

These coins are allocated in 5-8% proportions of the portfolio value (except for ETH, which amounts to 15%).

- ETH
- ARB
- MNT
- STRK
- APT
- 1INCH
- HFT
- LDO
- TWT
- AI
- W
- ATOM
- TON

Free Durov

C'est ce qui arrive quand les flics essaient de cacher leur incompétence. Libérez Durov !

#freedurov #libérezdurov #lapauvrefrance

Cannot agree more

Hashflow (HFT)
Commission-free DEX with impressive trading volumes
Ticker: HFT
Sector: decentralized exchange (DEX)
Market Cap: $63.3 million
Current price: $0.14
Applicability: Connects traders and market-makers with a request-for-quote mechanism.
Investors: Electric Capital, Fabric Ventures, IDEO CoLab Ventures, Jump Crypto, Coinbase Ventures and others
Amount invested: $31 million
Circulation supply: it looks like venture investors are currently sweeping market to accumulate tokens at low prices
Inflation: maximum supply is limited, long-term vesting and staking limit inflation
Conclusion: proven applicability, strong tokenomics and very low price – what else is there to dream about?

Scroll (SCR)*
EVM-compatible zk-Rollup with a strong proving network
Ticker: SCR
Sector: Layer-2 blockchain
Market Cap: $156 million
Current price: $0.82
Applicability: ensures fast scalability for Ethereum
Investors: Polychain Capital, Bain Capital Ventures, Variant
(note that Polychain invested $50m at the pre-valuation of $ 1.8 billion, while current market cap is $156 only – way to go folks!)
Amount invested: $83 million
Circulation supply: 19% of the maximum supply, the rest to be gradually unlocked until October 2028
Inflation: maximum supply is limited, long-term vesting and early contributors’ activity limit inflation
Conclusion: proven applicability, loyal community, strong tokenomics and low capitalization – Scroll may be up to something.

*Most of you probably know that Scroll project was one of the most anticipated airdrops of the season, and yet it became the drop hunting disappointment of the year (and Crypto Moonpie team had its glass of tears when we received our portion). Well, drop hunting may be dead, but long-term investing says: SCR is worth considering for your Buy-and-Hold portfolio.

Still Bullish

Hi y’all tasty little lemon drops! Long time – no see, huh?

Crypto Moonpie have been silent for quite a while, but we are still bullish, we keep our portfolio tight and we haven’t sold any of the assets since our last update.

While the markets show no considerable movement so far, we notice ongoing developments in the crypto world that are quite promising in terms of further mass adoption of Web3:

- Further regulatory easements on crypto in many jurisdictions;
- Massive gamification of crypto and embedding of blockchain into social media;
- Growing use of crypto in cross-border payments and even first signs that we may see crypto liquidity facilitating traditional financial services, like consumer lending.

So, keep calm and carry on! We’ll see you on the other side!

Holdlers Gonna Hodl

In case you're worried about Moonpie's portfolio - rest assured, we're safe, alive and kicking!

If there's one most important thing markets taught us is that patience is king. Patience is our best friend and comrade.

That's why we keep our bags tight, don't sell anything and recently increased our stake in the following tokens:

- TWT (luckily right before the recent green candle)
- TON
- APT
- STRK
- Wormhole
- HFT

Take care!