Chiliz is the leading SportFi ecosystem, I'm holding the CHZ token to gain exposure to the SportFi market. The price of the token was overhyped in 2021 and reached a multi-billion dollar valuation while the ecosystem was still relatively new. Four years of building later, I think its current market cap is at a more sustainable level around 400 million USD. Potential bullish catalysts in 2025/2026 are the launch of US Fan Tokens and the 2026 FIFA World Cup. If Chiliz dips to a 200 million USD market cap, I am planning to increase my position. If my position reaches 80k-100k USD, I will take profits. I've added it to tier one of my portfolio because I've been a part of the Chiliz community for several years and know this ecosystem better than any other. I've watched it grow from pre-launch to where it is today and I'm excited to see where it will be in the future.

Rollbit is the leading web3 gambling platform, it offers a casino, sports betting and crypto futures trading. Its token RLB has the best deflationary tokenomics in crypto, with 10% of its casino revenue, 20% of its sports betting revenue and 30% of its crypto futures revenue dedicated to buybacks and burns. The platform itself has consistently made 30 million USD in monthly revenue over the last 12 months, which leads to a monthly revenue stream of 3-4 million USD going into buybacks and burns of the token. At its current market cap of 146 million USD, this equates to an annual buyback yield of 29%. I added RLB to tier 1 of my portfolio, because I think this incredible cash flow into the token will lead to a price increase in the long-term. The downside risk I see is that the platform generates less revenue in the future and therefore the buyback dries up. However, buying back RLB for over 50 million USD in the past 365 days shows an incredible commitment by the Rollbit team to its own token and I am betting on that to continue in the future.

OpenServ is creating an infrastructure layer for AI agents. It is providing a platform for building, deploying and sharing AI agents with no-code tools and modular components. It allows users to create powerful on-chain or off-chain AI services (ranging from automation tools to crypto trading bots) without needing to write code. I've added it to tier two of my portfolio, because it stands out among crypto AI platforms. OpenServ's core innovation, BRAID, greatly improves reasoning reliability and is already attracting interest from companies outside of crypto. I bought in at an 10 million USD market cap, for profit taking I would be looking at a 200-300 million USD market cap. A potential downside is of course that the company doesn't gain much traction, but I think OpenServ is already displaying impressive progress about a year after launch.

Travala is the leading web3 travel platform, it lets you book hotels, flights and activities with crypto payments. It is one of the few successful real-world businesses bridged to web3 and its revenue has only grown since it started in 2018, reaching a yearly revenue of over 100 million USD for the first time in 2024. Given the platform's massive success, I think the token is undervalued at a 33 million USD market cap, which is why I bought in. The downside risk I see is that crypto might enter a larger bear market and crypto payments slow down because of that. However, I have been following the progress of Travala since 2019 and I am very impressed by it, which is why I have added it to tier two of my portfolio.

GHX is my pick in the DePIN sector. GamerHash enables users to share their computing power and earn money in return. At first, GamerHash used the computing power for crypto mining, since 2023 they also utilize it to run AI models. The company has been around since 2018, I've worked together with the team for 1.5 years and also participated in the ICO in 2020. GamerHash is a true DePIN builder, users from all over the world are participating in their network. At the end of March 2025, it had 868 devices (931 GPUs) in its network during a timespan of 24 hours. The chart has been extremely volatile, it has seen multiple 10x increases and 90% downtrends. I will be looking to take profits from 0.16 USD upwards.

Basic Attention Token (BAT) powers the Brave browser, one of the few crypto projects with real mainstream adoption. Brave is closing in on 100 million monthly active users and offers a privacy-focused browsing experience with built-in ad blocking, and a native crypto wallet. I bought in at a 150 million market cap, which is close to BAT's historic floor. The price presents upside potential to me because BAT is essentially trading at the same prices as it did when Brave had less than 5 million users. It is a superb product, which is why I added it to tier 2. A potential downside is that BAT can't really keep up with the success of the Brave browser and will drift into irrelevancy. However, the team behind Brave already did the difficult part with mainstream adoption, adding more visibility to the token will be much easier.

Cortensor is creating decentralized AI inference by using open-source AI models (1) and running them on decentralized computing resources (2). I think it is interesting because it tackles some challenges of the current landscape of centralized AI models: (1) By using multiple open-source AI models, Cortensor can provide a more precise output through utilization of their dual validation systems PoI and PoUW. (2) Running AI models on decentralized computing resources will allow to allocate resources more efficiently than in a centralized data center. Overall, this is a very technical and incredibly ambitious project. The downside to buying this is that it might take years to be developed or will never be finished at all. The upside is huge as well - if executed correctly, this could be trading at a 100+ million USD market cap in the future. At a 2.5 million USD market cap, I am giving it a try.

WhaleAI is a group of gemhunters, it was formerly known as OceanFund. They run a public crypto portfolio with mostly low cap gems, that they successfully traded up from 30k to over 300k USD. The value of the token is driven by buybacks, that originate from profit taking of WhaleAI's portfolio. At the start of 2025, they launched token-gated analytics tools to track smart money and influencer wallets as an additional utility for their token. The rebranded new token was launched in May, former OF holders (like me) received it as an airdrop. I bought in at a 150k market cap and added it to my 'exploratory plays' tier four, I think its ceiling is somewhere between 1-2 million USD, where I would take profits.

WIK is the utility token of gambling platform WickedBet. It is a microcap token, currently trading at a market cap of 250k USD. At that price, the token seems undervalued to me, because the platform has around 600-700 unique bi-weekly players, generating 2-3 million USD in monthly volume on the platform. Parts of the revenue are shared with stakers of WIK. To be fair, the token price has gone down 98% from March 2024 to March 2025, but at this market cap I am giving it a shot. It is a good addition to my 'exploratory plays' tier, that includes high risk/high reward bets on microcaps.

DCAY is the token of web3 game 'Whispers of Decay'. It caught my attention because the team seems to be really active, sharing progress updates on X almost every day, while the token is only trading at an 80k market cap. I think the market is mispricing the token due to very little attention on the project. If there is a rise in attention around the token/project, probably anywhere close to game release, I can see this spiking to a 1-3 million USD market cap, where I intend to take profits. But of course, an increase in attention may never happen, which is why DCAY is added to my high risk/high reward 'exploratory plays' tier.

AIXBT is an AI agent (bot) on X, that posts about crypto. It both displays summaries of the market as well as alpha on specific tokens. It is also frequently tagged by users, who ask the bot for assessments on particular cases. Its usage is insanely high, it accumulated over 450k followers since November 2024 and has posted 250k times. Its price shot up from 20 to an 800 million USD market cap shortly after release and it will take time to correct from that. Currently, it is trading at a 100 million USD market cap. I am waiting for it to hit the 10-20 million USD region, at 10 million I would take a bigger position. It might take a few months to get there though.

Bankr is an AI agent (bot) on X, that lets users easily conduct crypto transactions, such as buying, sending or creating tokens. It has been live for four months and had impressive usage numbers: BankrBot has already posted 140k times, because it is frequently tagged by X users. The BNKR token is currently trading at a 20 million USD market cap, which is not unattractive, but it had a huge 100x runup over the last four months, and these tend to take longer to correct. I would like to take a position at a 5 million USD market cap, which I am patiently waiting for.