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SOL and LINK would probably be my strongest holds from that list. I like SUI and PYTH too, but I'd personally add some BTC/ETH as the boring core and maybe ONDO for RWA exposure. I'd probably trim CRO before adding another L1 since you're already pretty heavy there.
Category-wise I'm watching RWA, oracles/data and AI/compute the most. I keep most of this kind of mixed bag in Tangem too, mainly because once you're holding across this many ecosystems having it in one place becomes pretty useful.
Also 90% guarantee is brave 😂 nothing in crypto gets that percentage from me.

Maybe they had to bring the CRO back because they realized the bigger ecosystem plan needed it. Now instead of just having less supply for the sake of it, they can actually burn it based on real growth and ULT revenue. So yeah, it looks like flip flopping, but there may have been a reason behind it.

I'm tired of the flip flopping. They should never have burned the CRO im the first place and these burn programs are bad in the long term, just means the price will increase which is good for investors, but for the ecosystems that could use the tokens, it just shows there's a shelf life.

What are you smoking?…It is peanuts compared to the unwanted 70b CRO

Until they decide printing new CRO is once again worth the customer backlash.
Correcting the issue would be putting forward a proposal and getting the “community” to vote on burning the 70bn and a second proposal to reduce the total amount of CRO at a protocol level to 30bn.

Just made a quick calc of how much CRO I get on avg after each supercharger period divided by how much Ive "staked" then multiply by 100

"Now we just have to wait......" - the way every "big" CRO news ends.

Or CRO goes up & you get the card benefits. Unfortunately no one has a crystal ball.
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LOL 😆 🤣 😆 🤣 😂 😹 😆 🤣 😂 😹 😆 🤣 😂 😹
After injection of 40B CRO , out of nowhere by Kris and the corrupted team
Now we see 228M that were APPROVED (like it matters) to be be burned 🔥
Failed project
only the insiders earn
Crazy commissions and stupid token
I got f..d yes, I lam in big loss yes, but we can not ignore the fact that the team pumped it to 37 cents just to send to the market 40B In our face
Stupid project of liers

Both CRO burn proposals passed

What's CRO's max allowable supply? BTC is only as valuable as it is because its max is immutably capped at 21 million, and people know their investment won't be diluted by arbitrary increases in the supply. CRO upped its max supply from 30B to 100B a few years back, destroying everyone's confidence in its ability to hold value.
Who cares if it's slightly faster if its max supply can be arbitrarily changed whenever CdC needs more tokens? How is it any different than national banks simply printing more fiat money whenever they need it?

i read the leaks and the Q2 data fairly carefully, and the headline story is that Revenue +55%, Net Income +55%, CRO 84% EBITDA. The pixel‑level surprise was just a -$16m miss that cost the market

given that, the 35% dip feels a little more reactionary than fundamentals‑driven. The company is cash‑rich (no debt, plenty of free cash flow) and the management guidance is still roughly +30% revenue in the next quarters. If you can shrug off the negative market talking points around competition and ad‑model lag and you’re comfortable with a P/E in the 20s, it might still be a pit‑stop rather than a value trap. That said, the stock is trading at the upper end of the historical multiple range for ad‑tech, so a round‑trip buy‑and‑hold only looks attractive if you’re willing to ride a 20‑30% swing first. Bottom line: it’s not a quick “buy” play for day‑traders, but maybe a long‑horizon “hold” if the 30% revenue + mature margin story keeps going.

I’ve been digging into William Herkelrath since he took over as CEO of the Algorand Foundation, mostly trying to figure out whether this is actually meaningful or just another executive change.
The more I look into him, the more I think his background makes a lot of sense for where Algorand is right now.
Algorand’s problem has never really been the technology. We’ve spent years talking about finality, low fees, reliability, cryptography, TPS, etc. The tech generally works.
The problem has been turning good technology into actual economic activity.
We can process tens of millions of transactions and have hundreds of thousands of active wallets while still having relatively tiny TVL and stablecoin liquidity.
Validators are also receiving substantially more in rewards than the network generates in fees.
That obviously can’t be the model forever.
**This is where Herkelrath gets interesting**
He isn’t really a protocol guy. His background is much more about taking complicated financial and crypto infrastructure and figuring out how to sell it.
He was CRO at Curv before it was acquired by PayPal, spent several years running enterprise efforts at Chainlink, and then co-founded K3 Labs, which works on AI agents and blockchain automation.
That’s a pretty interesting combination for Algorand.
What I like most so far is that he doesn’t seem obsessed with the idea that Algorand has to win by convincing everyone to build on Algorand.
If the technology is actually good, why not sell those capabilities to everyone else too?
Post-quantum security is a good example.
Algorand has actual Falcon-based PQ accounts running on mainnet now. Instead of waiting around hoping banks or other chains eventually decide to migrate everything to Algorand, could Algorand sell PQ validation or attestation as a service?
Same thing with cross-chain messaging, settlement or other infrastructure.
That feels very Chainlink-esque to me.
Don’t convince everyone to move onto your island. Sell them something useful from the island they’re already on.
**The part I’m really watching**
Herkelrath keeps talking about network self-sustainability.
Basically, Algorand needs products and services people are willing to actually pay for, with that revenue eventually supporting the network rather than relying indefinitely on Foundation resources and token incentives.
This is also where I think the biggest risk is.
Herkelrath could be great at enterprise business development and Algorand could become genuinely useful infrastructure without ALGO actually capturing much of that value.
That’s why I care a lot less about partnership announcements than I do about what happens after them.
If an enterprise pays for an Algorand service, where does that money go?
Does it create demand for ALGO?
Does it improve node economics?
Does the Foundation eventually become a net buyer rather than constantly funding the ecosystem?
Does it bring more stablecoins and actual capital onto the network?
Those are the things that matter.
The agentic commerce stuff is another interesting test. Algorand processed around 615k x402 transfers in August, but they represented only about $174k.
That’s basically nothing economically.
But an average transaction of around 28 cents is also pretty much what I’d expect machine-to-machine payments to look like.
AI agents don’t care which blockchain has the biggest community or best marketing. They care if something is cheap, reliable, programmable and settles quickly.
Algorand should be good at that.
**Still way too early**
None of this means Herkelrath has proven anything.
TVL is still around $67M. Stablecoins are around $43M. Nodes have declined recently. Validator economics are still heavily subsidized and we don’t have meaningful disclosed enterprise revenue from his tenure yet.
What has changed for me is that I can finally see a coherent business strategy around technology Algorand has spent years building.
Curv gave him institutional security experience.
Chainlink gave him experience selling infrastructure across chains.
K3 gave him exposure to AI agents and blockchain automation.
Now he’s running a network with strong cryptography, cheap deterministic settlement, native post-quantum capabilities and a serious need to figure out how to monetize all of it.
That’s why I’m cautiously interested.
Over the next year I care a lot less about ALGO price than whether TVL and stablecoins grow, node economics improve, partnerships become paying deployments, and all of this starts creating an actual economic feedback loop for ALGO.
If that starts happening, Herkelrath could end up being a really important hire.
If a year from now we’re still celebrating partnerships and transaction counts while TVL is sitting around $50–100M and the Foundation is subsidizing the network, that tells us something too.
For the first time in a while, I’m less interested in what Algorand can technically do and more interested in whether somebody can finally figure out how to sell it.

This is basically the way. The bit extra you get for locking is not worth the opportunity cost of not being able to sell if price doubles spontaneously for just a single day.
Yesterday I even did math on what’s better.. 3% unstaked card, or 9% locked in Exchange for 6 months.
I would get 15,000 CRO less by keeping it unstaked in the card.. worth about $1,000/year at today’s price.
But I literally break even on that for one year if CRO goes up from 7c to 7.3c and I sold

I've filed a complaint to compaints@crypto.com.
Sent the following message:
I am an existing Icy/Rose (Level Up Private) cardholder. I locked CRO / maintained my stake on the basis that this tier included unlimited Priority Pass access for me and one guest. That +1 guest benefit has been removed or is being removed. This is a material cut to a benefit I paid for with a long lockup. I want the complimentary guest restored for existing Icy/Rose holders for the rest of the lockup, or equivalent compensation. Please treat this as a formal complaint, acknowledge it in writing, and give me a case number.

I also recently unstaked my visa card stake to put everything into the supercharger program. The card stake rewards were decreasing every single week and at the end were literally worse than the supercharger ones lol unless I locked up my card stake again.
There is no way I am ever gonna lock up any amount of CRO again after the 70b CRO print they pulled. They completely lost my trust in that regard.

CDC seems to be giving back the unburnt 70b CROs to users staking in supercharger. I think it's their 3rd or 4th CRO supercharger event. I'm getting back the equivalent of 5.2% yearly in CRO rewards, while having the option to pull out and sell at any time!