My Chads, in my opinion the market is at a pivotal point. Either we get a full-blown alt-season in the upcoming weeks/months, or this is the top for some time. I wanted to wait a bit, but I had many people ask me for my top Chad picks for the alt season. So let's explore.

2/ Let's start with numero uno. $BTC. What? In alt season? Yeah, because we don't know how much money of BTC will flow into alts in 2021. Having some % of your portfolio in BTC is also mentally reassuring if $BTC continues to crush altcoins and reduces FOMO.

3/ Next up, $DEFI. I have always been incredible bullish on DeFi. It's one of the few use-cases that actually makes sense on a blockchain and it's a trillion dollar industry.

Regulatory also bullish signals.
https://twitter.com/HsakaTrades/status/1349028737556234245

Now, which DeFi coin do I like?

4/ Normally I like contrarian picks that are 'undervalued', but alt season requires a different mentality. New investors go into coins they see friends in and asset reflexity is strong in bull markets. Asset reflexity basically means if price goes brrr, price continues to go brr.

5/ This means that in an alt season, I am with a large % (let's say 40%) into coins that have a loyal following, are loved by important influencers (e.g. 3 Arrows Capital, @kyled116, @zhusu, or Defiance Capital @Arthur_0x), strong price uptrend.

$AAVE, $YFI, $SUSHI, $UNI, $GRT

6/ $AAVE is one of the first lending protocols, original ticker $LEND, and is used extensively in numerous DeFi protocols. A TVL of 2.6billion USD, active developers, and strong uptrend.

7/ $YFI. $YFI is central to the Yearn ecosystem by Andre Cronje. Loved and hated, with big VC's ( @polychaincap and 3 Arrows) being token holders. Vault2's are coming. $wYFI token burn with $YFI. $YFI has a strong developer team, a loyal (partly) community, and innovative tech.

8/ $SUSHI. Sushiswap is a DEX that started as a Uniswap fork but rapidly differentiating itself from Uniswap through continuous development. The 2021 roadmap is incredibly ambitious including cross-chain AMM's, leverage trading, and IL protection.

9/ Unlike $UNI, $SUSHI already has fee accrual to its token holders and staking. $SUSHI is amongst the highest DEX's volume and liquidity wise. I'm very bullish on $SUSHI being a competitor to $UNI and will continue to differentiate itself.

10/ $UNI. I love DEX's and think they are an easy narrative to believe in. Uniswap is the largest DEX, used by any DeFi investor, and incredible liquidity. Backed by powerhouses such as @a16z. UNI v3 is also anticipated to be a game changer. Also on Coinbase (normie-friendly).

11/ $GRT. I already talked a lot about $GRT. See:

https://twitter.com/Privatechad_/status/1339870204759859202

Other powerhouses include $SNX and $LINK.

13/ Besides DeFi, everyone loves a good L1 narrative. People complain about $ETH: high fees, so slow. Believingin a L1 that can overtake $ETH is an easy narrative. My favorites L1's are the ones that are able to attract developers and have a strong community.

$AVAX, $EGLD, $DOT

14/ $AVAX is a blockchain with almost zero fees, high throughput and a new consensus mechanism called Avalanche. It's made by the Crypto OG @el33th4xor. Large ecosystem with plenty of builders.

15/ $EGLD Elrond was one of the few ICO's which took place during the bear market in 2019 and ended up being on of the biggest winners in 2020. The CEO @beniaminmincu is a real workaholic and it shows. He has strong connections within the industry and invested into Binance.

16/ $EGLD Elrond is a high TPS blockchain with real sharding enabled. Basically what ETH 2.0 is aiming for. Projects such as @orion_protocol and @RampDefi found their way onto Elrond and have also performed well post-listing. $EGLD has a strong uptrending chart as well.

17/ $DOT. $DOT has one of the biggest ecosystems besides ETH and a lot of projects aiming to launch on $DOT. I'm not that sure in how far these projects will actually launch on it, but the interest is there. The recent price action has been weak though, so I will closely follow.

18/ Besides DeFi blue-chips and L1 platforms, aim to allocate part of your portfolio at a few lower-cap coins. I'm personally a fan of $YAM, $ALPHA and $SFI, but I will more in-depth talk about each of these in a seperate post.

19/ An example portfolio (excluding stable coins) for alt season would look like something like this for me:

$BTC 15%
$ETH 10%
DEFI Blue-chips ( $AAVE, $YFI, $SUSHI, $UNI, $GRT) 40%
L1 Narratives ( $AVAX, $EGLD, $DOT?) - 20%
Low-cap gems ( $YAM, $ALPHA, $SFI) - 15%

20/ Note that your portfolio should depend on your goals. Do you want a x100? Then $AAVE at these prices probably won't get you there, unless there's a 250K USD BTC. The higher multipliers you want, the more % you should allocate to Low-cap gems. Obviously has higher risk too.

21/ Lastly, be careful and only invest what you are willing to lose. We're at a pivotal point of the market in my view. We could have an incredible alt season, or we could nuke -50%+. High risk, high reward. Want a safer entry? Wait for $ETH to break ATH to enter alts.