For IRA consideration, which Grayscale products would you buy today for the highest return in 2025 bull run? Obviously custodial crytpo carries risks vs self custody, but for funds stuck in an IRA, there is nothing else that offers the return. We're talking about a tiny IRA, like 5% investment. So the goal is highest risk/reward. Hats off to people who bought the BTC bottom at 50% discount, or SOL. That would be the play. But starting from today:
BTC & ETH premiums are about zero'd out and would probably offer a 3x to 7x.
Most of the alts trusts are trading at multiples of their value. I'll wait for a cool off either way. Solana is at 10x premium. I may still go 20% into SOL if there is a pullback but does anyone see paying $600 for $60 SOL as a good move? Usually by bull peak, the premium diminishes fwir.
I'm looking at DEFG defi trust which is trading close to zero premium. Composition: UNI Uniswap 40%/ LDO Lido DAO 20%/ AAVE Aave 15%/ MKR Maker dao13%/ SNX Synthetix 7%/ CRV Curve 5%. UNI is going KYC in January 2024, so if it loses market share it could hurt it's price significantly. But I think this one may be the best return? UNI is still 87% down from ATH. LDO 68%, AAVE 85%.
The other options are
Horizen ZEN (93% down, 35% premium).
ZCash (90% down, 10% discount)
Livepeer (83% down, 45% premium/overcharge)
ETC/Eth Classic (87% down, 40% discount). This is interesting (mining/not security), other than the fact that ETC moons for 1 day every cycle and if you miss it it's back down 80% the next day.
LTC Litecoin - (80% down/7% premium) didn't make new ATH 2021, not much market interest or hype.
The other alts are all trading at multiples of valuation.
I'm considering 10% BTC / 10% ETH / 40% to 50% Defi trust and splitting the rest among the alts above maybe. What would you go with for a 80% certainty of max gains? I hold out that BTC could do an 8x from 30k if there were a pullback. I don't know if all the ETF's will take off that fast though, it could take another cycle for institutions to get comfortable.
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