Yo Altcoinist fam, @KonstantinSebeo here.
Although I'm a turbo degenerate who prefers to max out one concentrated bet with the highest information asymmetry, I'll show a potential setup for a five-project portfolio for the upcoming #ALTSEASON with Tier-1 teams you can bet on.
$SMH - "Early $KAS playbook," backed by Polychain, Paradigm, Coinbase Ventures, and Dragonfly, CTO is the mad scientist Lane Rettig, one of the mastermind ex-eth core devs behind the most successful virtual machine of this industry, the Ethereum Virtual Machine. There have been 6+ years of research and development behind the project, parabolic network growth as we speak, and the rollout of Athena Virtual Machine this year... Frontrunning the ecosystem is the name of the game.
$SMH Narrative: Having a functioning brain to understand the value and betting on the mad scientisthttps://x.com/Altcoinist_com/status/1728433310274073029
$KAS - Lowest Risk, Highest Reward play (FIAT hedge of this decade), 10+ years of research behind Kaspa, built by Yonatan Sompolinsky (legend's old work GHOST is the reason why $ETH and many other L1-s have faster block rates). I love absolutely anything that Kaspa represents. For the blind homies, it's a superior (scalable on the layer-1 level) Bitcoin that's still 450x smaller...
Pre-Smart Contracts, DAGknight, aiming to achieve 100bps, then it becomes 60.000 more scalable than BTC, all while keeping the core values of BTC.
$KAS narrative: counterattacking the FIAT currency debasement and being early long on the first real peer-to-peer electronic cash and not fading the only project to solve the Trilemma.https://x.com/Altcoinist_com/status/1727726822324842671
$QUBIC - I count this a high-risk, high-reward play, as the north star of this project is extremely hard to achieve (building the first true #AGI ). I think no one has big balls enough to be sidelined in case they succeed.
However, the Alien behind the project, Come From Beyond, co-inventor of Proof-of-Stake, is someone not to underestimate for a single second. Achieving 40M+ TPS on testnet, 500.000+ miners, all while building the QUBIC vision that originates back to 2012...
$QUBIC Narrative: #AI + understanding how smart contract IPO-s work with a deflationary tokenomicshttps://x.com/Altcoinist_com/status/1723351017574547845
$RSR - One of the marathon plays and the underdog of the utility altcoin bull run. Reserve is a New Monetary System built from scratch, over 5+ years of hard work. Nevin Freeman is a 200IQ+ founder who probably knows more about crypto (and what money is and should be) than 99.9% of the founders here.
Tokenized #RWA-s are cool, but what's the use case?What if you could design new currencies backed by a diverse basket of assets and not thin air like USD?
The vision here is something I will always resonate with, even though it's a longer play. Project seed backers were Peter Thiel, Coinbase Ventures, Sam Altman (founder of OpenAI), early Paypal chads, and 100+ remarkable names. Rumor: they're hiring an advisor from the SEC for the Asset-Backed Currency adoption to happen.
Any asset accounted in EXCEL SHEETS will be tokenized, with tokenized #RWA-s potentially reaching $16T+ by 2030. Having a smart contract factory where ppl can experiment with reimaging what money is sounds like something as important as $TAO for Decentralized AI (Windows for Currencies?) Extremely smart individuals like Coinbase CEO Brian Armstrong and Ray Dalio have already mentioned how important a proper decentralized Flatcoin would be...
$RSR Narrative: A better monetary system than FIAT and the first real #RWA bull run.https://x.com/Altcoinist_com/status/1709641135491108917
$NPC - Ignoring the 20IQ Secular Meme bull run makes you 20IQ. Realizing it on the other hand makes you 200IQ. One of the most undervalued meme plays is $NPC, an organic, vibrant community project with a stellar content strategy. Many alpha accounts are deep in it, not by accident.
Nonplayable characters are basically all the people on this planet who are alive but don't live.
$NPC Narrative: Secular Meme Bull + Base ecosystem vertical + 14 billion hashtag searches in TikTok...https://x.com/Altcoinist_com/status/1791885422945005610
Important: You need to research these projects yourself (I promise you'll love the rabbit hole of each one) and make your own decision. I just help to bring awareness, perspective and ideas to you. From the bottom of my heart, I want you all to win so hard this cycle all your hard work and patience to be paid off. Much Love.