I'm Selling These 5 Cryptos Right Now! [What I'm Buying Instead]

today's video is going to be a fun one I'm going to be going through every major crypto sector so AI rwa layer 1es layer 2s gaming and dpin and I'm going to tell you the coins from each sector that I would sell today and conversely the coins that I would buy today so I think some of the opinions in today's video are going to be slightly controversial there are some coins that you may even hold that I'm going to be putting in the sell category because I believe other altcoins have more upside potential so I am going to be harsh in today's video and maybe label some altcoins a sell even though they might continue to go up just because of the opportunity cost of holding another coin that has more potential I got the idea for this video when I was watching a recent video by virtual bacon where he went through the alt coins that he was selling and buying and I thought it would be a really fun video to actually do on this channel and it will also give you some insight into how I'm currently positioning my portfolio in each sector because the entire goal of crypto and something I try and help you do on this channel is to actually outperform the market making money isn't good enough your goal is to outperform and if you do want to be an outperformer make sure you click that subscribe button and that post notification Bell so you don't miss a single video without further Ado let's get into sector number one which is rwa one of the sectors in crypto that I am the most bullish on especially with the Trump presidency with this whole tradire institutional narrative starting to rise to prominence The rwa Narrative has really never been more primed for upside potential now the altcoin that I'm going to be putting into the sell category may be an altcoin that you hold and it's one of my best performers this cycle and it's been doing really well but that doesn't mean that it's the most optimal hold right now in rwa and that is Ono now obviously any viewer of the channel knows that I've been speaking about Ono for a long time I first got you guys in 10 months ago at 20 cents as you can see in this video and it's been one of our best trades this cycle but Ono now does sit at a crazy valuation of $20 billion and although it could keep going up I don't think this can last forever and it does have major unlocks happening in about a month I think it's a billion dollar unlock and although maybe they'll try and offset it with some bullish news I can't help but feel that that sell pressure may impact the market and although Ono has been an amazing hold for me this cycle and although I still think there could potentially be upside I definitely think there are rwa coins with more upside in the market so if I am selling Ono what rwa coin would I be buying instead well the first one is checks cheex or chintai is in my opinion the Bonafide Shopify of rwa so they have a white label solution which enables anybody to take assets from The Real World and tokenize them on chain now if you actually look at at the valuation here it's sitting at a $770 million uh fully diluted valuation Ono is sitting at a $20 billion fully diluted valuation and Mantra one of the other biggest rwa coins is sitting at a seven billt valuation which means based on fully diluted valuation checks is a 9x away from Mantra and it's a 25x away from Ono so when we talk about upside potential I think the risk reward of being in checks is much higher and it's not a whether Ono or whether Mantra can keep going up of course they could it's about being in the best coin at any given point in time there's some all coins later in the video which you might be shocked that I'm putting into the sell category but it's only because there are other coins in each of these sectors which I think can potentially outperform now looking at checks right now it's at 77 obviously if it does get to a mantra in terms of FTV that would put it at $7 if it gets to Ono it puts it at around $15 like these are crazy multiples we're talking about but they're not completely insane considering the rwa valuation is probably going to increase as an overall Market size over time so although I'm not necessarily aiming as a price Target on checks for $14 I definitely think it could run into the multi- dollars whatever that may be $5 $10 I definitely think this is within the Realms of possibility obviously I got you guys in super early as you can see the first post I ever did about checks was in my Discord Alpha Channel at 21 so this has been a great trade almost a 4 X so far and even from the YouTube mentions it's also up roughly a 3 to 4X but I think it can continue to perform very well and you'll notice when I posted my original thesis here in the Discord I said something here that anom was on board now at the time he wasn't really posting that much but I did spot that it was one of his top rwa protocols whenever he did interact with realwood assets on Twitter and if you actually look over the last day you can see 14 hours ago when Graham asked what are the top rwa teams in crypto ad some who's probably the biggest figure on crypto Twitter right now did mention chintai Network so it always helps having the biggest creators actually supporting these uh projects and it's not only me that's bullish on chintai but also massive creators like anom which does help it gain public awareness now in the alpha Channel I'm going to be posting in the next few days a new coin that I've been looking into It's actually an AI project but it looks super cool and they haven't actually launched their product yet but the white paper is coming within the next I think 72 hours so as soon as the white paper is launched I'm going to post it in the alpha Channel because I think this one has a lot of upside potential and I've got a few new trades that I'm going to be sharing very very soon in the mils high club so if you are a mils high club member keep an eye out for this one because I think it's going to be very very good when I saw their product I was blown away and that is one that is launching soon if you do want to come and be a part of the MS high club Community there's a link in the description below to come and join the family you're going to get all the amazing Alpha in that group and my early Alpha in my Alpha Channel as well as the analysis from all our other Traders and analysts in the group and you can see that people have really been enjoying it we have a 4. 93 star review with 144 reviews which I think is pretty good and that's a testament to the banging Alpha and information and support that we do offer in the Mars high club so that is my summary of rwa a little bit harsh but sell Ono buy checks that of course there are other rwa coins which I really like like sea pool as well but where possible I've tried to just pick one or two all coins to condense things down so this video isn't too long that's another thing I've seen in the comments people saying that the videos are too long I am trying to make them shorter but I like to share a lot of alpha on these videos so sometimes they end up extending a little bit longer now this next couple minutes might be the most controversial of the video because I know a lot of you hold this coin but hear me out here uh now I'm going to be going through the layer ones so what layer ones would I sell and what layer ones would I buy now I'm not going to State the obvious and focus on you know certain coins here like kadano or BMB or avax or ton I wanted to go a little bit more controversial and actually discuss salana so salana has been one of my best trades this cycle and I still hold a lot of salana and I use the salana network almost every day right so that isn't changing however I have been considering and actually actioning at the same time a shift away from a little bit of my soul position into ethereum so that might sound a little bit controversial because eth has performed pretty badly this cycle and even if you look at the price action it still looks weak compared to Sal but I do think looking at the sole ethereum chart right now it is starting to break down it does look like the tide is starting to turn a little bit in eth's uh favor you have Smiley Capital coming out here and saying if you're a big player Now's the Time to start scaling into ethereum the full rotation is not quite here yet but $4,000 is likely the cheapest eth you will get for a very long time soon it puts Bitcoin to dust performance- wise keyword being soon that is really the next phase of the cycle when we do talk about the crypto cycle after Bitcoin puts in its local top or its cycle top what happens is liquidity rotates down typically into ethereum and E generally kicks off a major alt season now I know this cycle has been slightly different and a lot of that uh traditional rotation are capital has skipped ethereum and it's gone into salana and meme coins and AI yes it is a different cycle but I still do think especially from a Trad fight perspective especially from a normie retail perspective eth is still an asset at some point which is going to catch a massive bid and I actually do think I'm willing to go out on a limb here and say that ethereum will outperform salana over the next two quarters I genuinely believe that because salana has had a big run which has been fueled by pump fun and fueled by meme coins and yes memes will continue to do well but the trenches are comparatively looking a little bit more cooked compared to what they were looking like a month ago but ethereum is now seeing a Resurgence with the defi ecosystem because of trump and we're also seeing um that utility narrative comeback which does bode well for ethereum which is why combined with the technicals looking at the salana eth chart and the eth BTC chart I do believe that we are due for an ethereum run at some point so I'm going to say sell Soul buy eth um not necessarily I'm selling all my soul and buying eth but it is a bit of a rotation that I'm doing and just something to consider right obviously if you're holding worst Soul's not the worst layer one there are much worst layer ones in the market which you can probably uh sell to buy ethereum if you wanted to but just keep in mind eth's not a really high upside play I think something like a hyper liquid is a much higher upside play but you're taking on more risk so it depends on your risk parameters of your portfolio because if you're trading with a lot more Capital it's safer to park an eth and maybe aim for a 3 to 4X whereas if you're willing to risk it for the biscuit a little bit more you could go down the risk curve a little bit and look at something like a hyper liquid or an Aptos or a phantom which I like all independently as independent L1 bets this cycle hyper liquid by the way I think is going to keep going up I've said this on multiple shows I did share this one with you two weeks ago at $8 and I said that I was buying hyper liquid and now it's sitting at 27 I think it's only going to go go higher probably $50 plus I didn't even get a big hyper liquid airdrop I was forced to buy around the time when I make made this video on the Open Market at $8 but I genuinely believe in terms of layer one plays they have really really found product Market fit at a pretty reasonable valuation compared to some of the fees they're generating like they're sitting at around 9 bill salana is at 105 bill so it's still a 10x discrepancy so that would be another one that you could look to buy on the layer one side there's also a lot of opportunity that I wanted to point your attention towards in today's video in the hyper liquid ecosystem as you can see in front of you a lot of the new spot listings which are being listed on hyper liquid are performing amazingly so if you can find a token where the fundamentals align with a spot listing on hyper liquid these can be great opportunities for trades there's a great post here which I won't read out uh in full cuz I want to keep this video relatively short that you can pause right now and read it basically goes through the strategy for maximizing these new launchers on hyper liquid so I definitely recommend checking this out because basically uh tldr there's a lot more opportunity when it comes to these new launches and I wanted to give you that little Alpha nugget today to be looking at the new launchers in the hyper liquid ecosystem cuz I think a lot of them are going to continue performing really well you can even set up Bots right to actually track new launchers on hyper liquid which could be super lucrative so that wraps up the AI section now we're going to speak about l2s then I'm going to get into AI so the tokens I'm buying and selling from AI then we're going to get into deepin and then finally we we're going to get into crypto gaming speaking of l2s look this isn't a narrative that I'm specifically like really bullish on this cycle although I do think they are being aided slightly by this utility narrative that has started to crop back into the market um but looking through the L2 Market there are only really a few of these which I'm inherently bullish on like I don't love ZK sync I don't love stocket as things sit I I actually don't mind mantle I think they're doing some cool things I like Stacks but that's a Bitcoin layer too arbitrum is okay but I'm not in love with it um but there is one here which I'm going to put into the cell category and it's actually the most expensive one and that is polygon I by no means dislike polygon I know there's a lot of amazing games which are launching on polygon and it's obviously performed okay with a lot of these older coins from last cycle catching bids again but there are other l2s in the market slightly lower down the list which I think present much further upside than Matic or Paul which is the new ticket now and you know this video is all about opportunity cost what can you sell to get into something that could perform better so polygon is one you could potentially sell to get into another layer two that could perform better and the one that going to pick today is mode because yes they are a layer 2 technically but they are also heavily involved in the AI agent ecosystem they have their own AI agent Marketplace lots of AI agent Tech launching uh the guys are absolutely amazing I've had the opportunity to meet with them multiple times and they're really really smart and are cooking some big things so for me I prefer the mode trade right now because it still is a 10x away uh to madx so for me right now in the market it's not just about making money as I said earlier it's also about outperforming and I think your chances of outperforming in mode are much higher than outperforming in polygon and there probably are a few more coins in this list which I would also put into that category but mode is probably the top one in terms of layer twos that I wanted to highlight today now moving on to AI looking through the AI sector there are a lot of great protocols and I think all of them are going to do well I think everything on this list at some point um if my AI thesis is correct which I think it will be a lot of these is going to perform really really well but there are a couple which I think are going to underperform uh and many of them are actually in this top 10 right here I think there are a lot of great low to midcap AI players that are still better risk rewards than some of the leaders right now now if I had to pick a leader to sell it's probably fet that might be a little harsh but for me at a $4. 5 billion valuation there's just not enough excitement there it's almost at all-time highs in terms of market cap earlier in the year it hit 6.

3 bill now it's at 4. 5 Bill although they have combined multiple protocols now um into one token and although they have the big exchange listings I think they're on binance and coinbase I just don't think if you want High upside to the AI sector buying fet is necessarily where you're going to get the highest growth I think there are better protocols and specifically I think some of the AI agent players are actually going to outperform a lot of these protocols so I prefer to to both fet and render and I think I prefer the AI agent plays potentially even over to to's a good one if you just want to make a 2 to 3x this cycle but there are other AI agent plays mode is one of them but it's also an L2 but I'll highlight a few now that I think are going to outperform fet so virtuals protocol at 2. 7 bill I would honestly even after the pump rather hold virtual due to the AI agent flywheel than holding um fet right now imperially if you want to move down the risk curve is another lower cap one it's around 119 mil so I guess you could call it a midcap that gives you exposure to an AI pick and shovel play that basically it's an ecosystem that facilitates the deployment of Agents which these are the kind of plays that I'm looking into right now humans AI or heart is very similar um allowing you to deploy AI agents I think a lot of these protocols spectral as well in my opinion are better pick and shovel plays to the AI sector considering I think agents are the big thing right now in AI compared to some of these you know broader AI tokens like fet fet may end up performing DEC recently but but I'm just saying like opportunity cost wise I would rather go for um some of the agent tokens right now and if you do want to learn more about virtuals I think this summarizes what's happening right now very well read this post just pause the video read it I'll scroll down in a second and read the second half of this post as well because it'll give you much more insight as to the flywheel that's actually powering virtuals right now now I don't actually own much virtual I kind of missed that trade a little bit but my logic I think is sound in the sense that if you're optimizing for opportunity cost you want to be in the hotter narrative and I think virtual is definitely the hotter narrative right now than fet and it's still at a lower valuation and then if you want to move down the risk curve I've shared plenty of my other agent plays the ones I talked about today Imperial heart spec these are all lower cap plays to get exposure to that if you feel like you have missed virtual but sometimes it's also good to have some exposure to the leader now moving on from AI cuz you might notice miles you didn't talk about you know coins like render coins like AOS cash Etc I'm counting these as deepin coins so now let's get into the deepin uh segment of the market now it was pretty hard to pick a sell here because I don't think any of these are inherently bad but I'll go controversial again like my salana call I'm going to say render is actually the sell from this list I was considering doing filecoin but out of the two I picked Renda as a sell and look renda's actually performed really well over the last few months it did bottom out around $450 but it pumped again to $10 it's now sit get around $9 in terms of Market cap is at a 4.