The above picture is from the latest cryptocurrency investors and traders meetup in Makati Manila. Read about it here:

Rainy night from a car while getting for the cryptocurrency meetup in Manil

I'm glad that I'd finally overcome my writing block...

The portfolio

BTC

This is obviously my biggest position but I never treat it as an investment per se. It's a gateway to the other ,,worlds" All crypto are denominated in BTC as all other assets are denominated in USD, even BTC itself. Altcoins -> BTC -> USD (or other fiat). This is how it looks now. Bitcoin itself is too big and too ,,slow" to become rich just by trading it. For people with less capital of course.

DECENT

This is still held in ICO website and traded only as IOU token at Openledger, Liqui and HITBTC. It's being traded around 20$ at HITBTC but it would be crazy and give the market valuation of IOTA. Well the projects started at the similar time so DECENT in fact could became BIG. I should invested much more into it but still my position is big enough to make me happy. Of course in me Excel spreadsheet it's just the nominal value, BTC invested x BTC price at the time. I'm not including any pre trading prices to my ICO positions so they are all severely undervalued. I'd rather be surprised.

Buy:
https://liqui.io/#/exchange/DCT_BTC
https://hitbtc.com/exchange/DCT-to-BTC
https://openledger.io/market/OPEN.DCT_OPEN.BTC

iExec RLC

This suddenly became my 3rd position just today. During that mini market crash I decided to buy it because it went to sub 50M market cap which i found very cheap compared to Golem which is it's competition. I sold my GUP temporarily to buy iEX but eventually I'll buy back GUP (Matchpool) again to my portfolio.

Buy: https://bittrex.com/Market/Index?MarketName=BTC-RLC

TAG

Well it's a really speculative position almost equal to iEx in size. I've been at the meetup with the creator of TAG here in Manila (Makati) just on last Saturday. The project is heavily undervalued at around 1.5M USD and he told us about interesting updates and news coming. One of the most interesting thing was that he is seeking for a technical possibility to do an ICO of TAG just by stopping the blockchain at a certain block, do the ICO and then release the blockchain some blocks ahead. That would be probably first event like that in the crypto history. Plus he's really passionate with this project and he even ,,unofficially� told us that by buying this token we are becoming the shareholders in his company which is located in Philippines. My prediction if this gets more acceptance in Philippines as something like the WeChat (this is what the creator said about their app which you can already get form the AppStore and Play Store and use) is market cap of 15-20M USD.

Update from Mark Vernon, the creator:

Thanks for the comments about TAG - however, I have decided against doing an ICO with TAG, concentrating on continuing development in the rewards industry (linking to closed loop currencies, giftcards, loyalty stamps etc), which is big enough in itself. Now looking at launching a new ICO for the Fintech Philippines Association to manage, for use in remittance, voting, PH based projects. Will get feedback from everyone who wants to contribute and push forward..;) Of course I would enable buying and trading of a new currency within the Tagcash platform, so ordinary Filipinos not holding any crypto can buy and hold or use in their own projects

Buy: http://www.btc38.com/trade_en.html?btc38_trade_coin_name=tag

MONA

It accounts for 5.5% of my portfolio which might be surprising because it's just another DOGE era shitcoin right? Well the think is that MONA has some perks that people are unaware of. Halving which is happening in 30 days it's just one of the things but more important is that some Japanese stores started accepting it plus with acceptation of BTC and cryptocurrency mania in Japan, MONA is in really interesting position because of it's bounds to the Japanese pop-culture, kawaii and all that stuff. We are suspecting MONA to take off but expected movement could be estimated at 100-150% in upcoming months.

Looking pumpy:

Buy: https://bittrex.com/Market/Index?MarketName=BTC-MONA

BOScoin

Another ICO which will be available to trade in October when the mainnet launches. I'm really happy that I've invested in it and invested more than double of what I usually put into the ICO's. They collected just 10M USD which was their M-cap. Sale lasted less then 24 hours but was not OVER hyped. It's a project that could be compared to Qtum or Tezos. It's Korean and I think it's a hidden gem and many people will severely regret missing that ICO. Qtum is already traded at market cap of 300M USD and I believe that BOS is capable of doing at least half of it. 1500% would be something.

Bancor Protocol

Same size as BOS in my portfolio. BIG hype, huge croudfund and trading starts in 5 days. I don't expect too much but I think that 100-200% is possible. Bought it mostly because of the binge buying of ICO's.

MobileGO

Heavily overfunded with 53M USD in ICO but still can be sold with a profit of around 70% but I'm going to HODL a bit. Bittrex trading starts soon.

Buy: https://liqui.io/#/exchange/MGO_BTC

Skycoin

I sold my Steem yesterday to buy it after reading the latest Cliff's rapport. It's a really interesting privacy coin concept. Privacy coins will be always in demand. Plus it's valued just at 10M, never had a pump and the price chart is flat. Plus there is an ongoing ICO which is complicated for many people but might be very profitable. I mean having a tradable coin and doing another round of ICO is something new but can really pump up the value of already released tokens. Plus it's not some ERC20 but their own blockchain and technology.

Buy: https://www.cryptopia.co.nz/Exchange/?market=SKY_BTC#

Eth Bits

I thought it was scam but they have released the tokens plus there is a ongoing development and their Telegram is busy as hell. They made some changes to contract so currently the trading is frozen but once it's done we are able to continue trading at Etherdelta and Cryptopia. It's damn now because it hasn't even reflected the growth of ETH price...

Buy: https://www.cryptopia.co.nz/Exchange/?market=ETB_BTC

EncryptoTel

Interesting technology, ICO underfunded even though there was a glitch which made the ICO last longer due to block time so they have collected 4.5M when the max cap was set at 3M. But it's still cheap ant project like this will be valued at around 30-50M market cap in the near future. HODL.

Buy: https://tidex.com/exchange/#/pair/eETT_BTC

Giga Watt

ICO is still ongoing. This is most likely not going to give a huge profits but more of an fixed income from renting out the hash power and mining activities. Another area covered in my portfolio. Long term hold.

Buy ICO: https://cryptonomos.com/wtt/

Steemit

Why not STEEM? Well because I keep majority of it in STEEM POWER so I titled it in my portfolio as Steemit. This is long term hold for me because I'm only cashing out my earned STEEM when I see some potential investments like I did with the Skycoin yesterday.

YOYOW

This one is very interesting because it's the Chinese version of Steem. The IOU tokens are already at over 350% profit at Bitshares exchange. I believe that when this projects hits exchanges in October we will get much more than 350% of profit. Imagine how big could it get with Chinese people being frenzy for investing in startups. Plus the population number itself...

Reasons:

• Chinese people prefer their own version of western apps (see Uber and Didi case)
• they are highly patriotic when it comes to economy,
• Steemit might get banned in CH like Facebook and Google (mind it),
• startup buying went crazy in China:

Buy IOU: https://openledger.io/market/YOYOW_CNY

Peerplays

Another projects of Steem and Bitshares people. Graphene blockchain. Exposition for gambling area in cryptocurrency. I bought ICO and now it's here: https://cryptodao.com/site/index/PPY
Valued at mere 16M USD. But potential is much higher.

ZAPPL

The last and smallest position in my portfolio. It will be just a Twitter like addon for Steemit. Currently nobody is interested in buying it so I could just get my investment back if I would sell it now here: https://openledger.io/market/ZAPPL_BTS
HODL and see because ICO target was really low, like 40 BTC if I remember. It can be surprising in the future because it might get attention as a working shell on top of the Steemit. Just shhh.

Veritaseum

Well I currently own 0 although selling ICO tokens and the ones that I've bought at Etherdelta at 0.04 gave me around 1000% profit. But I'm still waiting for my bounty so yeah I still own VERI, just don't know how much...

Buy: https://etherdelta.github.io/#VERI-ETH

Exscudo

The most insignificant position in my portfokio. This is just another crypto exchange like Ethbits but we need exhchanges. They are vital for cryptospace because they are our infrastructure. Plus they pay fees for token holders which makes a lot of sense.

Webiste: https://exscudo.com/

Recent growth of cryptospace boosted the cryptocurency position in my portfolio to whooping 70%!

My first paid investment paper coming

I'm currently deeply researching an extraordinarily promising investment but I'll release it as a paid rapport because it's a very rare thing that consumes a lot of my time. Stay tuned!

http://dawidrams.pl/