My Portfolio Right Now - August 2026

Last week, Bitcoin had one of its strongest weekly performances in years. From the recent low near $63,000, it ran roughly 24 to 25% and briefly touched the high $70Ks, close to $79,000.

The move was driven by the Treasury increasing long-dated bond buybacks, a large short squeeze, and continued spot ETF demand.

As you know, if you’ve been following my writing, I’ve been predicting a move like this toward the end of summer. You can never predict the market 100%, but after 12 years in crypto, I’ve learned to recognize certain patterns. I don’t panic. I always stay calm and stick to my strategy.

So, if you’ve been following my strategy, you’re in a pretty good position right now.

My portfolio is large and complex, built position by position through multiple cycles. I’m not going to share every single name here, and that is intentional. A portfolio like mine is not something I would recommend copying if you’re not in crypto full-time.

Stick with me until the end, though. I’ll also explain the money printers I’m investing in, including small market-cap coins and memes, the philosophy behind them, and how I approach winning in these markets.

I often share these opportunities in the paid chat (2-100 x runners).

As you know, and I’ll repeat it again, my non-negotiable rule is DCA, dollar-cost averaging.

Why? Because you can never time the exact bottom.

Instead of trying to guess the perfect entry, I prefer to build my positions gradually. DCA takes a lot of the emotion out of investing. You don’t need to be right about the exact bottom. You just need to keep building your position when the setup makes sense.

Bitcoin is still the foundation. Roughly 60% of what I’ve been adding to over time sits here. If you’ve been DCAing and adding during the recent lows, you’re in a pretty good position right now. Bitcoin went from around $63,000 to nearly $79,000, up roughly 25% from that local low.

Everything else follows Bitcoin. When Bitcoin moves hard, the rest of the market eventually feels it.

Ethereum remains my second core position. It was up roughly 28 to 30% on the week. I still expect a new all-time high this cycle. Most real activity in crypto still runs on or connects to Ethereum.

Solana is another one I keep buying. It was up around 25% last week. The team ships, developers stay, and the chain continues to attract real usage. It is one of the few altcoins I treat as a serious longer-term allocation alongside Bitcoin and Ethereum.

Hyperliquid has been one of the stronger performers. It ran roughly 30%+ on the week and set a new high. Real product, real volume, real revenue.