For now I’m holding:

• $DUAL — connector for Visa on-chain largest loyalty program run on OUSD through 120M+ merchants.

• $LINK — main connector for RWA (oracles + CCIP, institutional data feeds)

• $EDGE — connector for machine economy x402 infra blockchain

• $TAO — main connector for decentralized intelligence

I’ll share more insights in the coming weeks on why $DUAL and $EDGE remain solid lower-cap plays with serious multiple potential.

Both survived the recent massacre where many legitimate projects disappeared, got rugged, were exploited or "hacked", or simply failed to gain traction, including a significant portion of my own portfolio such as $XMW.

EDGE + DUAL been building both for (9+) years, showing real resilience, a growing revenue, and user real-world adoption, making them suitable for becoming top performers in the next cycle in most likely Q4.