Ready for some secret reveals? We've got you covered. We're dishing out the scoop on what's been working for these successful investors and where they're putting their money next. Plus, we're highlighting the key assets they're into.

Here's the real kicker - we're not just going to show you what they're doing, but also why. We'll explain the assets they're bullish on, and even get into the nitty-gritty of their strategy.

And because we want you to stay ahead of the game, we'll show you how to follow these wallets in real-time and get instant notifications on their moves.

We've got the keys to the kingdom, and we're about to hand them over. Intrigued? Well, keep reading because we're just getting started.

TLDR 📃

• Smart money is leaning slightly bearish. They have rotated their volatile profits into long-term bets and stablecoins.
• To add a bit of fun, we've named each wallet holder:
  • Henry, a sophisticated day trader worth $500k, profits from memecoins while investing in enduring assets like FXS.
  • Maxwell, the swing trader with a +407% ROI in 2023, is moving funds into USDC and ETH while holding onto GRAIL.
  • Sebastian, the long-term investor with a net worth of $16M+, is focusing on generating yield from Curve and Convex and reinvesting profits into FXS and SNX.
  • Vince, the ultra-high performing degen has boosted his wallet by over 50x by trading high-risk coins and is now de-risking.
• Despite different strategies, a common thread is moving profits into assets they truly believe in. Turns out - many of which we have covered!

Disclaimer: Not financial nor investment advice. Any capital-related decisions you make are your full responsibility.

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Smart money overview 🔎

We all aspire to think like the pros in the game, right?

That's why we kick things off by checking out what the smart money is up to and how much of their portfolio is still in stablecoins. The less they have, the more bullish they are.

Since the start of the year, we've seen stablecoin balances take a nosedive from 30% to a mere 15% on April 17th. But hold up, there's been a slight bounce back to 19% lately, hinting that some big players are cashing in their chips and cutting back. Likely, they're bracing for a bit of a dip in the market, but not something major - they're probably convinced we've hit the floor already in November 2022.

So now that we've done a quick run-through, let's delve deeper and shine the spotlight on some of the sharpest minds in the crypto arena. Are you ready?

LFG!

The sophisticated trader

Meet our sophisticated trader, probably named Henry or Arthur. He (or she) manages half a million dollars and loves day trading volatile coins. Henry made the most money trading memecoins in the past couple of weeks and now he’s rotating back to his long-term bags.

• Net worth: $500,000
• 2023 ROI: +139%
• Style: Busy ****day trader (10-20 trades per day)
• Wallet address: 0x299a299a22f8c7397d9db3702439069d951aea74
• Top pick: FXS

The sophisticated portfolio

Henry’s big wins

Apr 21 → May 1: Bought $9,590.42 worth of PEPE at $0.000000194 and sold at $0.00000122 - netting $27,794

May 8 → 16: Day-traded a sh*tcoin called BEN and netted a whopping $96,000. You can see all of his trades below 👇🏼

Strategy

Henry is quite a sophisticated trader, trading frequently and using short-lived coins to bulk up his main holdings. Besides ETH, he's constantly stacking up FXS - yup, the very same token we mentioned earlier this month (read more about our target here 👀).

He's been piling up FXS since 2022, and any profits from those sh*tcoins get pumped into it. Another one he’s been a fan of recently is Manifold Finance’s FOLD. Why? They're about to roll out their own liquid staking token. And given Henry's sizeable stake in FXS, which has a similar token, it's clear he's really bullish on the liquid staking sector.

The high roller

Time to pull back the curtain on our high roller, let's call him Maxwell.

Maxwell made his fortune by backing the Arbitrum ecosystem ahead of its rise and before the airdrop.

• Net worth: $218,000
• 2023 ROI: +407%
• Style: Swing trader
• Wallet address: 0xcf4D744BE8462c3aAE89f8B7Fe80A4a7697e2c8C
• Top pick: GRAIL

The high roller portfolio

Maxwell's big wins

1. December 15 2022 →: Bought $$11,934.71 worth of GRAIL at $238 and is still holding this position to this day - netting $63,836
2. January 19→ 3 March: Bought $16,576.72 worth of DYDX at $1.28 and sold at $3.28 - netting $24,061
3. February 25 → March 18: Bought $12,252.96 worth of FCTR at $0.47 and sold at $0.62- netting $4,269

Strategy

Maxwell only makes a handful of trades per month, but boy, does he nail them. His approach is one of "concentrated betting", and he made a good chunk of his fortune by backing GRAIL early on.

Today, he's minimising risk by selling off smaller altcoin holdings like WINR, BTRFLY, CHR, and LBR, moving the proceeds into USDC and ETH. Given his medium-term focus, it looks like Maxwell sees a dip in the market coming. That aligns with our own prediction of the market dropping a bit more in the next few weeks. Maxwell, we're with you!

Now, while he's prepping for a market dip, he's clearly still holding onto GRAIL. We reckon this is a mix of sound fundamentals and emotional attachment, given it's his biggest earner. Maxwell, if you're reading this, maybe consider shedding some GRAIL too?

The long-term investor

Here's Sebastian, the fabulously wealthy long-term crypto investor who trades only a few times a year. His focus now? Earning yield to fund his lavish lifestyle.

• Net worth: $16,160,000
• 2023 ROI: +80%
• Style: Long-term investor
• Wallet address: 0xc72aed14386158960d0e93fecb83642e68482e4b
• Top Pick(s): FXS and SNX

What's in Sebastian's digital vault?

Strategy

Sebastian is financially well-heeled, prioritising bear market survival with a long-range timeline. His strategy is refreshingly straightforward.

His focus is on generating yield from Curve and Convex (hence his hefty CRV/CVX holdings), which he then reinvests into more of his preferred long-term assets: chiefly FXS and SNX. Intriguingly, these are two assets that we ourselves are incredibly bullish on. Could it be that Sebastian is a Cryptonary Pro member?

Following Sebastian's moves might not give you much to do, but it can offer insight into his long-term investments and where he's generating yield. If you're keen to learn more about the yield-earning aspect, drop us a comment below and we'd be glad to dive deeper for you!

The degen

Last but most definitely not least, we have the ultra high-performing degen: Vince.

• Net worth: $109,000
• 2023 ROI: +5,511%
• Style: Day trader
• Wallet address: 0xf625dca051b5ae56f684c072c09969c9aa91478a
• Top pick: ETH (He loves it for securing his profits)

Portfolio snapshot

Highlighted trades

1. May 10 → May 18: Bought $1,807.57 worth of LADYS at $0.000000001252 and sold at $0.000000167628- netting $74,017
2. May 15 → May 18: Bought $5,947 worth of GEN at $0.00000000639 and sold at $0.00000004431 - netting $30,688

Just a note here, Vince is a prolific trader, so these links can't cover all his transactions.

Strategy

Recently, Vince reignited his trading activity and had an epic journey, boosting his wallet by over 50X from the year's start. He's been playing the high-risk game, wagering on volatile coins, and neatly storing those profits back into ETH.

Now, we have a hunch that Vince is already rich and that this wallet is his fun challenge. The fact that he took 40 ETH and sent them to his OKX exchange account adds some weight to this theory.

Keep an eye on this high-risk coin gambler 👀

Cryptonary’s take 🧠

Every trader and investor has their own style and we encourage you to develop your own by experimenting with small amounts.

The overall trend we have noticed while analysing these wallets is that they are de-risking and expecting some downside. While some made the majority of their money gambling on memecoins they have sent back their funds into safety - something you may want to consider too.

They've all seemed to follow the same game plan, which is moving their profits into assets they really believe in for the long term. The main ones we noticed were FXS, SNX, FOLD, ETH, and GRAIL. We're pretty optimistic about three of these (FXS, SNX, and ETH) in the long run, and have shared our thoughts about the importance of the liquid staking sector (FOLD) and the Arbitrum system (GRAIL). Honestly, it's been super pleasing to see our views align with these ultra-high performers.

Action points 📝

1. Download Zerion on your phone. This app lets you easily track wallets - yours or others'. You'll get alerts every time there's a move.
2. Check out our report to keep up with the Frax ecosystem and learn why we think FXS is undervalued. Lots of savvy investors are into FXS, so this report is a must-read for you.
3. Here at Cryptonary, we do more than just share wallets. Every month, we put out our own investment report, "Skin In The Game", where we show you exactly what and how much we're investing. You really should check it out.
4. Got questions? Hit us up on Discord!