After my video about buying 1,049 more ICP, a lot of you asked exactly how much I hold. So here's my entire crypto portfolio in full transparency. I've been in crypto since 2014 and taken plenty of profits along the way; this is the position I think is best prepared for the future. Not telling you what to do — this is just what I'm doing.
Liquid and staked ICP
I hold close to 2,000 liquid ICP, including the 1,049 I just bought on Coinbase, which I'd like to hold until well over $10. Then there's my main staked neuron, around 3,333 ICP, currently locked for eight years (it should drop to two years with Mission 70). My eight-year lock gives roughly a 13% APY for now, which will come down with Mission 70 as inflation drops. A power tip: check the maturity-modulation chart on the Internet Computer dashboard and convert maturity to ICP when it's above 100, not when it dips to ~95. I follow a known neuron so I capture 100% of my voting rewards, and I also vote manually when I can.
The honest part: what tanked
Some of you remembered I once had over 10,000 ICP. That was about a year ago, and a big chunk of it was staking balances in ICP-ecosystem tokens that were worth far more then. I sold several thousand liquid ICP and unloaded about $19,000 worth in the $5–7 range when I was deleting my stuff online — which is what I've been reloading. The ecosystem tokens I was granted have since tanked: a Water Neuron position once worth ~10,000 ICP is down to ~1,500, my OpenChat dropped from $3–4k to around $750 (I still believe in OpenChat as the realest use case), and Gold DAO looks bleak. I'm showing all of it for full transparency.
The plan from here
Going forward I want to accumulate almost all ICP and keep it liquid until my liquid balance matches my staked balance — roughly half and half, with the staked side on two-year locks — then add more to staking. As long as the price is near rock bottom and the fundamentals are as solid as ever, I want to keep accumulating, without putting in so much cash that I'd be forced to sell to pay rent. I hope this video ages well. If you want to talk through your own portfolio, you can follow more on my ICP playlist here.