Best Cosmos Crypto Portfolio for the 2024 Bullrun (Full Breakdown)

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Timestamps
00:00 – 2024 Market Prediction
02:18 – Appchains Thesis
03:45 – Cosmos Hub $ATOM
07:50 – Osmosis $OSMO
09:03 – Akash $AKT
10:19 – Sei Network $SEI
11:51 – Axelar $AXL
13:10 – Stargaze $STARS
15:48 – Sommelier $SOMM
17:20 – Passage.io $PASG
19:28 – Agoric $BLD
20:52 – Celestia $TIA
22:36 – Picasso Network $PICA
25:00 – Nolus $NLS
26:55 – Persistence $XPRT
28:48 – UMEE $UNEE
29:40 – Stride $STRD
30:16 – Evmos $EVMOS
31:55 – Quasar $QSR
33:34 – Mars Protocol $MARS
34:29 – Sentinel $DVPN
36:15 – Juno Network $JUNO
38:18 – Omniflix $FLIX
39:25 – ION
40:05 – Injective $INJ
40:40 – Neutron $NTRN
41:40 – Kujira $KUJI
42:22 – Archway $ARCH
42:44 – Chihuahua $HUAHUA
43:32 – Comdex $CMDX
44:35 – Secret Network $SCRT
46:14 – Regen Network $Regen
47:33 – Kava $KAVA
48:34 – Thorchain $RUNE
49:42 – Crescent $CRE
51:06 – Gravity Bridge $GRAV
53:24 – Other projects

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Today I’m going to be sharing with you my entire Cosmos portfolio for 2024 which might turn out as a very bullish year for crypto we have a lot of catalysts piling up the ETF approval which is imminent at this point as early as next week the Bitcoin haling which is

A major event for Bitcoin that only happens every four years we have us elections coming up of which many candidates are actually Pro crypto Pro Bitcoin and um we also have a president now in Argentina that is very Pro Bitcoin um microeconomics is reliefing inflation rates going down so taking all

This together I think 2024 is going to be a very bullish year but to be very honest with you holding Bitcoin or ethereum at this point I think is not going to bring you life-changing returns Bitcoin at best is probably going to pull a 10x which would make it a 400,000

500,000 um dollar price tag ethereum is probably going to out from Bitcoin as it always does probably doing a 15 or 20x from here um but also that’s not really life-changing gains right so you really have to go down the list you really have to bet on certain narratives categories

Verticals within crypto that are very under the Radder today but they might blow up in the next Bull Run and really get you 100x 200x 500 x or maybe even a th X right so you subscribe to this YouTube channel because here’s where you get the most Alpha and deep content

Around Cosmos and the CMOS ecosystem and especially in the past couple of weeks I have noticed a huge inbound from a lot of developers colon creators kols you name it that are putting Cosmos on their 2024 roadmap on their 2024 ecosystem that they’re betting on right um I’ve

Been covering Cosmos three years now ever since IBC before IBC went live and we’ve been tracking the creation of Cosmos in real time here on this YouTube channel so let’s get started I’m going to be sharing with you my entire Cosmos portfolio for 2024 first off we have to

Talk about the specifics and uniqueness of Cosmos Cosmos pioneered the concept of app chains and the app chains thesis says that there’s not one chain to rule them all there’s not one chain that is the base chain that Acres all the value on which everything is built on top of

Cosmos is really about sovereignty and interruptibility it’s an ecosystem of sovereign layer one appp specific blockchains that are really optimized and Performing for a specific Niche use case or vertical right so you have for example osmosis that is optimized for defi you have secret that is optimized

For um privacy and you have Axel that’s optimized for interruptibility right you have all these different use cases just to give you an example and in the meantime we have now 80 layer one blockchains or zones as they’re called in Cosmos that are interoperating to each other through Cosmos IBC so I think

This helps you understand the basis on how to approach your investment philosophy into Cosmos and by the way at this point also of course none of what I say is Financial advice you’re old and mature enough to take full accountability of your own investment decisions um all I’m doing here is

Sharing my personal strategy for 2024 and how I position myself in this ecosystem which is Cosmos and for that I actually created a little sheet here um which is a snapshot of the current state right it’s also of course important to State here that this is the current

State with the knowledge as of today if you’re watching this video six months from now things will definitely look much much different there’s going to be things that I’m right about there’s also going to be things that I’m wrong about starting with the cosmos sub atam which

Is currently the biggest position in my portfolio roughly 15% still has a decent sticking APR of 14% even after the inflation Hing proposal has passed and being implemented um $4.4 billion fully diluted valuation and the narrative or the Catalyst for atom to really um to really pump next B run is that

Atom is positioned as an interchain service provider right atam is sharing security Now a feature that went live earlier this year 2023 and atam is securing now Neutron and stride um already which is already live and potentially Noble next and Noble is the usdc issuance chain and um potentially

Also more assets to come but this would be big and I think also atum is uh decentralized governance money interchain Capital right it’s the main collateral and all def applications in Cosmos um and and eventually it will also rent out liquidity um and also atum is the base token for airdrops right it

Always has been and potentially also uh will be for 2024 so I think those are decent Catalyst for 2024 um I also don’t think we need a 100 consumer chains we probably just need five six solid ones maybe even evm Hub maybe an interruptibility Hub right maybe something like Picasso Network that

Could migrate um something like that but yeah what is my Benchmark my Benchmark here is poka do ethereum and cardano poka do would be the closest one to be comparable to to atom and here is where I think how high this can go and How likely I think that this is actually

Going to happen so the price here is the equation of the market cap Peak and this absolutely Pico Bull Run price Target potential um $200 billion um thinking that cardano ADA reached a $100 billion market cap in the previous Bull Run 2021 when there was literally nothing but a freshly launched

Mainnet I think $200 billion ATO market cap in a next B run when when when the tide is much higher you also have to think that the the entire crypto market cap is going to be around 10 trillion minimum um much bigger than that I guess 10 15

Trillion um also surpassing gold here gold alone is at A1 trillion market cap so I think that all is is um factoring in here of course um but yeah this would give it a price per per coin at $526 us and a potential return of 46x without air drops right this just

Pure price performance likeliness for me that I think this is going to happen is around 65% I think there’s still a lot of lot of risks right obviously and this 65% is purely based on whether atam will actually pull off to attract um to attract good consumer chains to to close

The noble migration to revamp its tokenomics they need you know there’s a lot of proposals that need to pass so um obviously if if we don’t have a bull run next year if Bitcoin goes down to 20K the likeliness that any of this is going to happen is zero right it’s like not

Going to happen um so that’s that’s a given but yeah I think atom still needs a lot to to catch up on but I think it’s it’s on a good good track here so yeah but still I would not make atom 60 70 80 or 100% of my portfolio right I wouldn’t

Go all in an atem because you’re not capturing the rest of the ecosystem Right Moving On ASO osmoses currently 1 billion fully diluted 10% staking APR a 12% allocation in my portfolio and it fits into the def Dex um narrative it’s an L1 for for def applications it has

Its own decks but also Lana Mars protocol are already deployed on on osmosis and Osmos is also a decent token for air drops The Benchmark here is BNB and Unis Swap and I think um that osmo could reach a $50 billion market cap next Bull Run which would mean a roughly

50x return from here um and a $80 per coin price tag the likeliness for that to be honest I I I give it a very high likeliness because they did work a lot on their to economics the team is strong as ever um Sunny is one of the smartest

People in crypto they’re well funded they focus a lot on the right things I guess um also I think in some things they could do much better but still $50 billion I think is is relatively conservative considering that we might see three $400,000 bit Bitcoin um so

Yeah osmo my second largest holding my third largest is actually aach Network akt and I bought a lot during the bare Market um and it has bounced very nice almost at 10x here uh currently at $233 $500 million market cap and obviously that’s the deep in AI play right deep in

Stands for decentralized physical infrastructure networks um so basically connecting real world use cases with blockchain Akash is also the first non Finance use case in Cosmos for um for for the technology stack right it focuses a lot on um building this GPU Marketplace and um just cloud computing

In general the competitors or Benchmark here benser and Falin I think when the Falin launched they had a $200 billion market cap of something crazy like that and to be honest I also think that Akash could reach a $50 billion valuation in a bull run right

That would be be a clean 100x from now um and a price per Co of $233 and I give it a very very high likeliness right again this can all go to zero the downside is always z00 Z tomorrow like this but I think the upside here and the risk reward

Potential for a cash is is really really nice next up we have say say is kind of the the new kit on the blog they launched earlier um earlier in um I think October um so two three months on Main at now very very new um the foundering team a lot of EX

Robin Hood people um great like investor landscape right they have multi coin capital A lot of the big VCS big names invested um so this thing already has a relatively High market cap $4.6 billion dollar um currently trading at 50 cents sticking APR is also quite low 4% only

But it’s a relatively High allocation by port folio why is that well it’s because I invested into the pre-sale here um and I don’t have the tokens liquid yet it’s still locked up but um yeah it is it is a relatively High um allocation here in my portfolio and the narrative here is

Really the the evm into implementation that they have uh to execute parallel transactions on the evm um they’re focused on the trading sector so it’s a sector specific blockchain and also I think say is going to have a lot of air drops um Benchmark here ethereum Solana

Injective my price potential here is $50 billion as well I think it could even go much higher than that um but yeah that would put it at a $5 um price per say token and roughly 11x upside and I give it a 70% likeliness that this is

Actually going to happen next up we have Axel Network Axl which we’ve been covering here on this channel two years ago um I actually also invested invested into Axel at the pre-sale back in the day and um yeah it’s a 7% allocation my portfolio currently has an 8% sticking

APR and the core narrative really is interruptibility um the team is very strong um the founding team is actually also founding members of algorand and some of the best cryptographers in the space um with Sergey and also geio um so yeah Axel very strong team also have

Institutional kind of uh ties right and Integrations which is something that’s not too common in cosos cosos is usually a more retail focused ecosystem but yeah axar is really really Pioneers in that game they’re also top three IBC H as of right now um in in all Cosmos and with

It in in all crypto um the the benchmarks here is Picasso Wormhole and Stargate those are kind of the main competitors and I think axela can also reach a 50 billion valuation which would give it a price per coin of $45 so that’s a 38.5 X return and a 70%

Likeliness next up we have Stargates the nft marketplace in Cosmos the first one to launch we’ve been covering this long long time ago before stargas even went live we did interviews with Shane always kept you posted throughout the past two and a half years ever since this went

Live and Stargate has a $75 million market cap so this is the first kind of um yeah eight eight figures I guess eight figure market cap here below 100 million I think here it starts to get really really interesting in terms of returns and upside potential 23% sticking APR which is still

Relatively high so the narrative here is obviously nfts and I think nfts as a category will also have a huge comeback and then people will ask around okay and you know what’s the what’s the open SC in Cosmos what’s the what’s the biggest nft Market play in Cosmos right I want

To have exposure to both Cosmos the ecosystem but also nft as a vertical so that’s going to be the case also gaming um not as much though it’s more more like generally nfts and AD drops right and here I referred predominantly to badkid nft Holders we just saw the NADA

Air drop given out to um bkit nft holders I think there’s going to be more right uh what are the competitors or benchmarks blur superverse openc of course so people will ask what is the open SE equivalent in custos and they will inevitably land at stargas my price potential here I see is

That stras reaches a 1010 billion do market cap probably much much higher than that to be quite honest it reached I think a $2 billion market cap in the previous bull run at 80 cents per coin um they also reworked a lot there on their tokenomics Stars 2.0 um and yeah

That would give a a price per token at $4 and a 133.33 because Stargates is just best position they have a very strong team strong culture Community bad kids you name it and they’ve been around they survived the bare Market they’re still there so that’s really great right and I

Think similar to Akash that’s also like one category that they’re really dominating right Akash deepen gpus cloud computing and starg is really um nft Marketplace and and uh eventually also gaming right so star a must in every customers portfolio in my opinion next up we have some 4.3 4.2% in my portfolio

Has a $150 million valuation right now fully diluted and some is a cosmos chain but it is actually a decentralized asset management tool for theum defi ecosystem right so you can deploy strategies on Unis swap on on all kind of ethereum defi platforms and earn a best yield on

Your eth and yeah it’s just um I think an $80 million tvl right now which comparing it to its market cap is um severely undervalued in my opinion um where do I see this going I see that suia could reach A10 billion market cap

As well giving it a price per coin at 20 US Dollars 66.7 X upside and I also think that there is very very high chance that this is happening right SAR has been a project that’s in the works for many years and core Cosmos people like zakim

Manan Jack zolin Federico from fmos deor from Gravity Bridge um they’ve all been working on that they’re all kind of co-founders um Zaki I think is the most active here um Zaki and Jack but it’s it’s a very strong project very strong team and they also know how

To how to get tvl right they have proven that and I think they will continue to prove that in in the bull run my next project is passage passage is a newer project you you know passage for a long long time time if you’re a CTO subscriber we’ve been talking about this

Um long long time ago I think in August of 2021 was the first time I got on a call with Lex the founder and then shortly after that we also did an interview here and coverage and passage is basically the metav ver in gaming play in Cosmos

They’re a brand new token that just went live the minut is already live I think more than a year a year and a half something like that but the token just recently went live sticking a 35% and it is truly a very very low market cap right4 million US Dollars that’s really

Super low um they also have closed ties to Akash Network greguri big is a big big fan I think also an investor um and it is also a big position in my portfolio because I also have been an angel investor into passage um into their round a year and a half ago or

Something like that so yeah that’s passage metaverse and gaming uh what is a benchmark render sandbox and axi um I see a potential to reach A1 billion market cap which would give it a price per token at $8 and that would mean a 250X upside potential I actually give it

A very high chance again if we factor out that there might not be a bull run Bitcoin is not doing anything mro economics is still bad uh then obviously the likelihood of this happening is zero but if if if we are in Bull run if crypto goes to a 10 12 trillion market

Cap I think passage could get to 10 billion I think the team is very strong they have a great product and the metaverse and gaming narrative is definitely going to come back right I don’t think this has died um it’s very cold right now but I think that’s where

You really want to position yourselves right when no one’s talking about it and when people are just calling it that right that’s why you want to want to have exposure now next project is agoric BL currently $180 million market cap um a 2% allocation my portfolio uh 10%

Staking APR and it’s a general purpose layo one blockchain that implements JavaScript so it’s for all JS developers and there’s 10 million of them so it’s a huge huge addressable Market um I think near also implements uh JS so that’s kind of the The Benchmark here um and near obviously is a multi-billion

Dollar protocol today I think BL and agori can reach a $25 billion market cap which would give it a $25 price tag and a 139 X upside potential I give it a very high likelihood of achieving that because I think the team is very strong they’re well funded they survived the

Bare Market they have a great Network um and I think all they need to do now is just land applications right they have IST the inter stable token um that needs to really ramp up in terms of liquidity and Market size um and be deployed across Cosmos defi um and they just need

More kill applications right I think when it also comes to gaming and other other narratives they need to be you know they need to have uh solid applications in that field my next coin is in fact Tia Celestia 12 billion market cap actually the biggest one here um a 2% allocation

Right now in my portfolio um has a 170% staking API right now and the narrative here is really modularity and data availability we’ve been covering Celesta here since two years since December or or November of 2021 I think we’re the First Youtube channel the first content creator to

Actually cover Celestia on the internet um so yeah you you knew that this is going to be big so I think that Celestia is really leading that that innovation of modularity in da and um I think air drops are also going to be a big Catalyst right um

Right now we don’t really have a competitor near actually implemented da as well and we have igen layer that can also do igen da but that’s also not on mainnet yet Celestia could reach a $200 billion do market cap uh I think it certainly can reach a hundred billion doll market cap but

Given that the market is just going to be much bigger next year and more mature it actually can reach $23 per coin at a $200 billion do market cap giving it an upside potential of 16.7x which is also not kind of life-changing gains but I think this is

Um without add drops and I honestly think that add drops are going to be a big play and big narrative um for last year next year where we have movement Labs Eclipse hyperlane Manta um Dimension and so on and so forth right next up we have p and it has two stars

Here because um I’m also an advisor to Pika so I have three advisory roles this is the first one we’re going to get to the two other ones later but Picasso network is um a an interrup ability Hub and Pika is actually bringing IBC everywhere it already has IBC on poka

And K s now it’s bringing IBC to salana and ethereum and it only has a $130 million market cap right now actually covered Pika since one and a half years um before the Pika token went live during the time when Pika was a sub 10 million dollar market cap it was actually there

For a long long time and we’ve been covering it here on this channel and on Twitter during that whole phase and Picasso 10% sticking APR right now or I think 9.5 or nine you can stick it um on app. trustzone um a 1% 1.7% allocation my portfolio I I bought um Pika during

During the bare Market when it still had very high slippage also on on on their own Dex Pablo um and obviously as an adviser I also have advisory allocation um but that’s vested for for um two years um but yeah that’s Pika um Benchmark warm hold Stargate Axel and I

Think this would be absolute bull case of course but if they ship IBC on Solana IBC on ethereum build out this whole ecosystem and their first movers on that Pika could actually achieve a $50 billion market cap which gives it a price per token of $5 and a

385x upset potential I give it a very high likely has obviously of course I’m biased because I’m an advisor to them I I talk to them a lot I I know about their their kind strategies their go-to Market their expansion plans their growth plans right um so obviously I’m

I’m very plugged into everything that they’re doing um so I’m very bullish on it and I wouldn’t take on advisory roles if I weren’t personally fully convinced of um you know the program Market fit and the viability of that project um so yeah Picasso huge upset uh 3

85x um which to be honest that’s actually possible like I I have seen CER things in a bu run but yeah that’s peer next up we have noos noos $60 million market cap also a new project it’s a defi lease application so it’s a full-on defi application um they just crossed $4

Million in tvl um 133% staking APR 1.6% uh of my portfolio right now I placed a strategic uh investment into NS recently so NS is one um where I’m personally um very convinced by the team because I think the team is really doing the right things um they’re conservative

They understand the market dynamics um but they also see product Market fit and and build out on that and they also manage to to yeah to be successful as of right now $4 million in tbll as I said and I think this at the end of the bare

Market is very very impressive right so you could compare this With Ur Finance of SAR as kind of the bench bench mark um if no succeeds um I think in a bull run this will reach A5 billion market cap and um that will give it a price per

Coin at $7 us and a 83x upside potential I give that a 70% likelihood um because I think also defi is going to be very very competitive um so even if Cosmos blows up as an ecosystem and people will ask what’s the A on cosos what’s the compound on Cosmos what’s the defi

Landscape like right you have a lot a lot of applications right and a lot of different ecosystems right within injective within SE within osmosis within Kira within exper within all these different ecosystems so I think yeah noas is great you know well positioned again strong team I really

Like them so yeah let’s see where it goes exper persistence 7 5 million fully diluted right now 15% sticking APR um I’ve been a long time um longtime proponent I I really love the team um they’re one of the most committed con you know one of the most committed and

One of the most active teams in all Cosmos and persistence is a liquid sticking Hub and the persistence team is actually one of the first ones or actually the first team in Cosmos to do liquid staking they’ve been around for many many years the Benchmark here is Lio GTO and

Stride um expert kind of lacked a little bit behind because stride just came around and you know front run them with their launch um but I think still that Pake and their whole persistence ecosystem is catching up I also think that persistence has a bit of a different approach they’re also

Targeting non-c Cosmos ecosystems like BNB and ethereum um while stride is purely focused on Cosmos um but if persistence succeeds seeds I see a potential1 billion market cap which would give it a $55 per coin price tag and an upside of 133xe this a 50% likelihood um to

Achieve this 10 billion dollar market cap because I think there’s also a lot of competition like I said not just for defi but also specifically for liquid staking I think it’s going to be very hard to catch up with stride um and I think liquid staking is a category where

You actually have one clear winner and then you might have a second bigger player um and that could be expert so let’s see um but yeah I think again precence also covers other other uh niches and and not just liquid saking but mostly liquid staking so next up we

Have II lending marketpl in Cosmos $70 million valuation right now 15% sticking it PR you can compare it with a or margin fi I think if II succeeds $5 billion market cap which gives it a $1 per coin and 71x upset potential um similar to liquid staking I see lending

As highly competitive within Cosmos already um so I I give it a 50% chance we have Mars protocols and also other um lending markets within certain defi ecosystems and defi chains um II has this interesting proposal right now with with a smalles to to merge um so I think

That could be a big catalus to to join forces here um and fully migrate the the II Token next up we have stride a 1.3% allocation my portfolio $2.5 US dollars right now liquid staking market leader and customers around 100 million in tvl and if you compare it

With li gito it’s still tiny right and and I think think it could reach $10 billion in market cap which would mean 100 USD per stride token and that’s roughly a 4X upside from here and the likelihood for that I think is 85% quite High because they’re already Market

Leaders right I think it’s going to be very hard to to Dethrone them right next up fmos $130 million market cap um the founders and inventors of etherman the evm framework the first evm framework that is compatible with tenement and Cosmos IBC currently I think they have you know

Gone through a lot they have also pivoted more towards the ethereum community which does not mean they abandon Cosmos but they think they’re just targeting more the ethereum depth economy um competitors are kavine Kanto if OS manages to succeed and to recover and revive I think it could

Actually reach a $25 billion market cap at a very very very Peak which would give it aund 92x upset potential and the likeliness for that I think is around 50% um we have Cava and Kanto that are already live Cava has a lot of traction around T usdt Kanto is now also

Collaborating more with with polygon um and we have barah chain coming up and bar chain I think is going to eat a lot of market shares from the evm pi in Cosmos um but I think also it will grow the pi it will also grow the evm pi for

Cosmos so I think overall if fos manages to to to remain a leader they also just announced that they’re going to completely revamp their evm as well um then this could become a a a big success and a big comeback right uh roughly 200x returns now next up we have have qsr

Quazar that’s my second advisory position that I’m having $70 million market cap and we’ve been covering quazer also um way way before they launched even mayet we actually launched testet during AO live stream with valo so that was cool um and quazer is comparable to suer with the only

Difference that quazer focuses on Cosmos IBC where Som as I told you focuses on ethereum and quaza is a new blockchain in Cosmos they just launched but they already have $10 million in tvl they deploy their um strategies mostly on osmosis concentrated liquidity pools and I think as cosmos and IBC defi grows

Quaza will also grow right and I think that quaza can also be this liquidity Gateway and entry point for Cosmos defi in the next bll run which is why I give it a $50 billion potential market cap peak in the Bull Run um $86 per coin which would mean a

714x return and also think that quaza does not really have much competition right now which is also why I give it a very high likeliness to actually achieving that and of course since I’m an adviser to quazar I always you know try to get insights on the latest on

Their strategies on their road map there’s a lot that they’re doing they’re super hardworking um they have a very very good team very strong team also they have a partnership with Union that is still set to launch mayad so I think this could also have a big big impact

Next up we have Mars protocol which is a lending Marketplace also similar to Umi um comparable to a or margin fi and currently has a $220 million market cap it’s also an Xterra project that now launched their own chain they actually want to Sunset that chain and migrate either to Neutron or

Osmosis um I give it A5 billion market cap potential which means a 22.7 x return and a $5 per coin um potential and a 50% likelihood for actually reaching that right so I think same here right lending I think is highly competitive there’s a lot of players and

Um it’s it’s hard for me to to to decide or or to bet on one player it’s not as clear as it is with for example stride right now and liquid staking uh lending still has um a lot more iy and not one clear market leader next up dvpn

Sentinel Sentinel has been around for a long time one of the first chains to actually migrate from ethereum to Cosmos um $50 million market cap they actually went really really low in the bare Market I I actually thought they might not recover from that but they did right

They pulled a five or 10x in the past couple of weeks alone and the narrative here really is all about deepen and privacy and I think that’s a narrative that’s going to be very hot similar to aash or Monero these are all the narratives right and secret Network and

You have the Pumas the Nomas right I think privacy in general is going to be big um but also dpin is going to be really big um and dven just has this killer application for their decentralized VPN for claiming air drops right because most um VPN providers also

Centralized in a sense um so dvpn is fully decentralized and um that’s one of the core features right um if you if we zoom out here um5 billion market cap in the Bull Run would give it a price per coin of 23 cents right now it’s actually not even at one

Cent so that is a clean 100x um I still give it only a 40% chance to to achieving that because it’s still very low and I don’t know if that VPN use case is enough but also maybe I’m I’m missing something here um so yeah definitely a killer application I just

Don’t know the the size of the addressable market and how how um the team is going to achieve that right and pull it off but um yeah the the community is still there token price went up so that’s great to see next up the cosmos problem child as

I like to call it Juno Network Juno a general purpose lay1 blockchain that implements kmm and is also one of the Pioneers for mesh security um comparable maybe to kind of neutron Terra and Archway um 70% staking APR right now still around 1% of my portfolio uh $75 million market cap

Fully diluted um had a bit of a nice kind of relief and I believe that if Juno succeeds and gets really really big and captures substantial market share as being the L1 cosmism permissionless chain in Cosmos it could reach A10 billion market cap which would gives it a

$97 her coin price tag and a 133 X return from here I still see a very low likelihood of that actually being achieved because Juno went through a lot proposal 16 that whole drama um the community has kind of really faded a lot there’s still a core Community obviously

But I think a lot of people have left an abundant I also think there’s now a lot more competition strong competition with Neutron Tera Archway right Tera 2.0 the Revival and a lot more l1s that are implementing cosmism um so yeah I think it’s going to

Be very hard for Jun to to come back from from that you know two bare Market years um but let’s see I still have it in my also public portfolio challenge where I keep you posted since two years years so let’s see but yeah I only give

It a 25% to for Juno to actually achieve A10 billion market cap uh I think the recent pump to 73 cents from I think it went to 13 14 cents has been a great and important sign of life um but yeah we have to see how things evolve next up we have flicks

Omn Flix which is also in the deepin and decentralized media bucket um currently at $150 million market cap still very very high staking APR because they just launched um 120% um I give it a potential1 billion market cap in the bull run which would mean a $10 per coin price tag you can

Maybe put it into the bucket of a cash Network and fcoin um I don’t really think there’s a proper like media project out there um flick can also do nfts also have an nft Marketplace so you could actually also add here um stargaze and other um an openc right it has a lot

Of kind of benchmarks um but I think flick also needs to really nail down two or three killer use cases and then focus on those right um I’m very bullish on the team some of the hardest working people in all crypto most committed people in crypto long-term cosmonauts

And just amazing people to work with right so yeah omn is definitely one of the newer CMOS kinds um then we have ion and I think I’m going to do the the rest of the list here a bit faster because it’s a long list as you can tell ion is

A coin that’s natively bed into osmosis $2 million market cap um it doesn’t really have a clear use case it has this kind of um index token use case but that hasn’t really fired yet um but we’ll see how it goes5 billion potential market cap in the bull run which would mean at

$225,000 per coin it’s a super super low Supply Supply I think in the last bull run it reached $225,000 um per coin so that would be a 10x from the past Bull Run um and a 250X return next we have inj injective um already had a huge rally this year um in

Price Discovery reaching all-time high after all-time high $3.3 billion market cap similar to say kind of in that bucket um super fast implementing parallel execution um evm compatible um trading sector and also for add drops and mem coins I think it can reach a $50 billion valuation and a 15x upset

Potential and I see a very high likelihood of that actually being achieved next up we have Neutron very bullish on Neutron $1.1 billion fully diluted um currently one 0.5% of my portfolio um it doesn’t have saking APR because it’s secured by atom so it’s not used for staking it’s a governance token

It’s a general purpose blockchain I just removed the L1 because it’s actually um secured by atom so it’s kind of an L2 in that sense um comparable to Juno Terra Archway I think it could reach a $50 billion dollar market cap they have very strong investors strong team the team

Behind Lio is actually also the team at Neutron which would mean a 45.5 X return from here and I give it a very very very high likelihood of that actually being achieved right because they have a strong team they have um strong use cases Astro report they just acquired

25% of conf they acquired a lot of things and yeah they’re well funded it all kind of comes together and ntrn has decent liquidity on on centralized exchanges listed on binance and so on right next up we have Kira which also fits into the defi deck and kind of add

Drops bucket um I think there’s going to be a lot more add drops for Kira stakers um $550 million market cap um comparable benchmarks B&B Unis Swap and obviously osis um I think Kira can reach a $25 billion market cap which would give it a

$25 price per coin and a 45.5 X upside from here and actually give it a very high likelihood of 70% for actually achieving that because they have a very strong um team they have a strong um product Suite that’s already live and um a strong Community as well right so this

Is kui next up Archway um a newer chain on the cosmos feere um general purpose L1 as well similar to Juno $230 million fully diluted right now and I give it a price potential of $9 with A10 billion market cap and a 43.5 x return then we have chihuaha the meme coin in

Cosmos currently at a $35 million market cap 25% sticking APR and obviously benchmarks here are Dogecoin shibo and Solana’s bankk um chihuaha though is a is is a standalone L1 that also implements kmm that’s actually a a proper base chain for applications they have the huaa verse they have mini

Gamess and all these kind of things um I think this could reach A1 billion market cap right which would make it a 285x return from here and a price of um around 7even to eight cents per coin which right now it’s at 0.0 0027 so that’s a decent

285x upside potential and I give it actually 65% likelihood because I think mem coins are going to fly in the next Bull Run um they’re they’re flying all the time right um now we have a couple of smaller market caps we have a micro cap here with comex 7.5 million

Currently at 5% they just pivoted towards rwa real world World assets and I think if that succeeds that could be a huge huge winner and potentially become a 10 billion market cap I don’t think that’s a coin to go all in of course but it could be an interesting RW way bad in

Cosmos and a potential upset of 1,300 X returns right given that their super low Market capab they had a tough time obviously during the bare market and pivoted away from what they were previously doing um 50% likelihood of that actually being achieved um but yeah it could be an interesting Mega Gainer

Then we have secret and secret is at a 170 million doll market cap right now um privacy smart contracts one of the first ones uh actually in all crypto but um certainly in Cosmos the first ones I think the previous previously they were called Enigma and then they migrated and and rebranded to

Secret Network um had a very tough time in the spare Market as well but I think they have survived and they’re coming out of it I also think that shade protocol um as the killer application on top of secret is actually going to be very very interesting um that has a

Fullon defi Suite with a stable token called Silk um then secret also have has an nfg Marketplace uh and many other things um if secret succeeds and makes a comeback it will have a 10 billion 20 billion market cap and a $63 per coin price tag which would mean 117

X return and I think applications like shade and tokens like shade that are on top of secret will even outperform secret right so I think secret and shade specifically are ones to keep an eye on um I still only give it a 50% likelihood I think also that privacy is going to be

Very competitive in Cosmos next year with penumbra with um anoma launching right and also Al if zero I think they also want to implement IBC at some point um so that’s going to be interesting but yeah secret definitely W to put in your on your Rader then we have region um one

Of the best missions in crypto I keep saying this for many many years they’re kind of in this deepen and regen regenerative finance and environment uh narrative which has not really fired yet but I personally think that this will fire at some point in the next five

Years it’s going to be a huge narrative it’s a huge addressable Market um region is building a carbon credit Marketplace and only has a12 million market cap right now and a qu te and region has also been core maintainers for the cosmos SDK for many years 23% sticking

APR right now and I still have a lot of uh region that I had from long long time ago 0.3% of my portfolio um and yeah the token price has been smashed but I think if that narrative gets hot and if rega makes a comeback it could easily become

A five billion doll market cap chain and pull a 4177 X return basically right I still give it a very low likelihood of 30% difficult narrative I would say and category that they’re in um because it’s also dominated by a lot of players I think it’s also very political right so

Um I think it’s going to be hard for them but let’s see I still have my my region um state next up we have Cava and I’m not an adviser to Cava but I’m an adviser to kinetics which is a Perpetual exchange on Cava and could become a

Killer application Cava right now has a billion dollar market cap fully diluted they’ve been around for a long long time they also Implement os’s ether Min framework so they’re fully evm compatible and Cava is very very interesting because they also have native tedar usdt right $160 million of T usct minted on

Cover um also in this defi Dex Market um they also have a proposal now that passed um that brings down Cava inflation I think that has always been a big issue that actually inflation outpaced the sticking APR um but that’s going to be fixed and the the the

Competitors here are BNB Unis swap um so I think that if this works out it could do a 50x and reach a $40 per coin price Teck next up we have run third chain inarguably one of the most successful chains in Cosmos already very very big $2.7 billion do market cap

Um and Rune is um yeah one of the probably best dexes in all crypto um it’s a native Dex for Native assets so you have Bitcoin pools BTC you have ethereum pools eth you have atom pools Cosmos right Cosmos subub and you can just swap natively those assets um

Through through tar chain right um fully holding self- custody without doing kyc and um that’s why it’s been so successful Eric fur is obviously is one of the biggest promoters and biggest fans of of their project uh you’ve you’ve seen Chad barford the core founder and and contributor of of third

Chain on this channel here twice very very very high likelihood to reach a $50 billion market cap which is an 18x from here but I think that third chain is definitely yeah a big player that’s that’s already proven to to have strong product Market fit and to have a big

Community next up we have cre Crescent um initially started as gravity deck on the custos Hub with a liquidity module then migrated away built their own chain the team behind is called be Harvest which is also validator and kind of it um consultant in in Cosmos um they do a

Lot of things um but Crescent is their their chain um their defi platform they have also an Autobook decks they have liquid staking natively imple implemented um and only an $8 million market cap which is super super low if this thing reaches A10 billion market

Cap that’s at 1,200 X return right so I think similar to comex this is a potential High Gainer obviously very high risk um I only give it a 30% chance to actually achieving that because you know same here very competitive industry very competitive field that they’re in um but yeah I

Think cre still one that it make many sense to have a moon back right to at least have a moon back and to to observe things the team is very strong I I’ve had Yung on the channel here multiple times we always kept track they’re always building they’re always out there

Um I just think they need this one thing that really gains them substantial traction um so yeah let’s see then we also have gravity Bridge graph token um the bridge for ethereum and Cosmos um natively implemented in Kanto $15 million fully diluted market cap right now 14% staking APR and I think they’re

They’re comparable to kind of Picasso wormholes stade and AAR and this could also be a big big Gainer right10 billion market cap potential which would mean 666. 7x return but also only give it a 40% likelihood um to achieve that um but yeah graph also W maybe to to to keep a

Moonbag and lastly we have Iris net Iris Network which is the cosmos of China and every cycle always has a China hype phase it always has a phase where all the China coins start pumping right um Neo is always going to pump then Iris always

Pumps um in fact iris is one of the first cosos chains and was basically a copy of good the cosmos Hub um before it launched before it launched IBC so iris is an OG Cosmos chain that was maintained and still is maintained I think by B which is software development

Firm out of China and they landed some some use cases with nft tokenization with the actual government the problem in China though is that the Chinese government likes blockchain but they don’t like crypto so I think what you’ll see is um you’ll never see kind of the Chinese government you know pumping this

But any positive news that comes out of China related to blockchain will pump China coins right and Iris is one of the one of the China coins in Cosmos um so I think this one is going to pump and we always have this narrative every every

Cycle we have it right so if this reaches A10 billion doll market cap it could have a4x return I give it a very low likelihood of that happening um I don’t really see much traction and given that China is still regulatory harsh with crypto um it’s very very tough to pull

Off now here have a list where I’m not really invested um I got small air drops here for example for for Leana I got an airdrop jakala got a small air drop um but this is a list here of coins that I think are also um yeah worth a mention

At least um for for fetch AI band protocol for an or you know oracle provider or right chain obviously Ai and oracles astroport I think exter project you know deployed on Neutron and ejective very very strong team um jakal decentralized storage I think that’s going to be a big big one potential big

Gainer for the next Bull Run because it only has a $45 million market cap uh dyx obviously launched their Cosmos chain um 3.2 billion already quite high but I think you know given their institutional connections and liquidity and and revenue acral this is also going to be

Big and Lana just launched a token I think the the value acru for LVN token is still a bit vague but could also be an interesting one so this is my portfolio as you can see um most of the positions I’m very very confident in I

Think if you were to sort this here by likelihood you could really see my kind of highest conviction backs right obviously aash Neutron osmo are on the top here um there’s going to be a lot of um new chains right like I said in the beginning six months from now this video

Is probably obsolete right because everything will look totally different there will be a lot of new chains right there’s going to be bar chain there’s going to be Saga namada all these chains will launch and market shares always reallocate and and change right um top potential gainers here are kind of the

The low cap coins here right comex cre quazer graph right those are all uh very very low market caps um quazer here 70 million the highest one but um yeah I think there’s huge upside um and um yeah I think that’s it for today just wanted

To share with you my outlook for 2024 if you enjoyed that video please subscribe I’ll see you