News Feed

• LongTerm Fundamentals

  28 Jul, 2022

  Rebalancing @LongTermFund portfolio to bring asset allocation in line with our medium to long term goals. Our $SNX play had a SCORCHING hot run -- offloading a bit of $SNX, +$CRV and -$LINK .

• LongTerm Fundamentals

  24 Jul, 2022

  $SNX enables swaps of any size almost without any slippage, as well as creation of tokens that can track the value of any asset (stocks, ETFs, indexes, commodities, cryptocurrencies, etc). $SNX has generated $11M of revenue in the last month. @LongTermFund  remains bullish in $SNX for the foreseeable future. Our other main plays are $FXS and $CVX. It goes without saying that we are maintaining $ETH position.

• LongTerm Fundamentals

  31 May, 2022

  $AVAX out, $FXS in. Minor rebalance of the rest of portfolio [$ETH $CVX $CRV $AAVE $XMR $MATIC $NEAR]

• LongTerm Fundamentals

  20 May, 2022

  After reviewing the announcements from the $AVAX team, reintroducing $AVAX. Rebalancing $ETH $XMR $CRV $CVX $AAVE $NEAR $MATIC

• LongTerm Fundamentals

  16 May, 2022

  $APE (Apecoin) is currently top 40 in market cap, readily available on all major exchanges and has tremendous upside. @ICONOMILTD please make $APE available to strategies!

• LongTerm Fundamentals

  12 May, 2022

  A note on the collapse of $LUNA and de-@LongTermFund did not have any exposure directly to $LUNA, however, had held small $LUNA positions in the past for brief periods of time. Algorithmic stablecoins such $UST have always been prone to bank runs that can destabilize or de-peg the coin. Heck, even collateralized, fiat-backed stable coins have lost their peg for various durations in the past. $LUNA / $UST has a decent/active team and I don't doubt that the project will rebound in some form. However, betting on cryptocurrencies that prop up algo stablecoins is a high-risk proposition--the question is not if but when there is a destabilizing event, introduced or renewed regulatory pressure, etc. @LongTermFund's investment strategy--at least for the time being--does not involve investing in $LUNA-like cryptocurrencies. 

• LongTerm Fundamentals

  12 May, 2022

  @LongTermFund performed a restructuring earlier today. There are major changes such as removing $AVAX as a risk management step due to its exposure to the Terra ecosystem, as well as removal of $ENJ, $FTM, and $SAND for the time being. $CRV, $AAVE, and $XMR have been added, as well as ramping up our $ETH position. While we are navigating rocky waters due to the collapse of $LUNA / $UST, as well as larger macro economic pressures, @LongTermFund remains bullish on $ETH and its ecosystem in the long run.

• LongTerm Fundamentals

  12 Jan, 2022

  -$LUNA +$CVX +$NEAR Rebalancing $ETH $FTM $MATIC $ENJ $SAND $AVAX

• LongTerm Fundamentals

  9 Dec, 2021

  $AAVE $ATOM out. $AVAX $SAND in. Minor rebalance of the rest.

• LongTerm Fundamentals

  22 Oct, 2021

  We have gone a while without a rebalance! Interestingly, our portfolio is still within ranges that are in line with current targets. Rest assured, I am following the markets closely and will rebalance per usual when it is time. In other news, I just noticed that LTF returns have surpassed 40X since inception and 20X+ in the last year!