- Ellio Trades’ Portfolio: This analysis outlines Ellio Trades’ 2025 crypto portfolio, categorized into “Big Boys,” “Major League,” “Large Caps,” “Mid Caps,” and “Lower Caps,” with a “High Conviction Play” on SuperVerse.
- Key Holdings: Notable holdings include Bitcoin, Ethereum, Solana, Avalanche, Fantom, Hyperliquid, NEAR Protocol, Pepe, AIOZ Network, Fartcoin, Ai16z, Aixbt, Beam, Pudgy Penguins, Destra Network, Akash Network, Hash AI, Griffain, Humans AI, Wild World, KARRAT, Ronin, MOG, Parallel AI, Neural AI, Vertical AI, Super Champs, Ton Station, and Play Network.
- Investment Philosophy: Ellio’s portfolio reflects a focus on innovative projects within AI, gaming, and the metaverse, with a high-conviction play on SuperVerse as a leading platform for Web3 gaming.
Ellio Trades, one of the biggest names in crypto, just dropped his first video of the year, offering an exclusive look at his updated portfolio and the moves he is making as we enter 2025. So, let us take a closer look at the key categories and the coins he’s backing for the year ahead.
The Big Boys
Bitcoin
Bitcoin is a decentralized cryptocurrency, introduced in 2008, using blockchain for secure peer-to-peer transactions without banks or intermediaries.
Ethereum
Ethereum is a decentralized blockchain platform that supports smart contracts and dApps. Launched in 2015 by Vitalik Buterin, Ethereum utilizes a Proof of Stake consensus mechanism and the EVM to power DeFi and NFTs.
Solana
Solana has become a major force in blockchain, known for supporting decentralized, scalable applications. Its key advantages over Ethereum include faster transaction speeds and lower fees, making it attractive for various projects.
The Major League
Avalanche
Avalanche is a prominent layer-1 blockchain that has emerged as a key competitor to Ethereum in the dApp space and custom blockchain solutions.
Fantom
Fantom, now rebranded as Sonic Labs, is an EVM L1 blockchain offering fast, scalable transactions. It provides robust infrastructure and incentives for DeFi, with $FTM used for staking, governance, and transaction fees.
Hyperliquid
Hyperliquid is a decentralized exchange and Layer-1 blockchain focused on decentralized finance (DeFi). It offers gas-free perpetual futures trading and features an EVM-compatible chain, attracting various DeFi projects. Key aspects include an on-chain order book, HyperBFT consensus for fast transactions, and a secure EVM bridge.
NEAR Protocol
NEAR Protocol is a blockchain designed to solve issues of scalability, throughput, and lowa transaction costs. NEAR Protocol is unique in its approach to sharding, which allows for better scalability and a more sustainable ecosystem for dApps.
Pepe
Pepe, a deflationary meme coin based on the popular internet meme “Pepe the Frog.” Created as a tribute to the meme, Pepe has captured the attention of the crypto community.
Large Caps
AIOZ Network
AIOZ Network is a blockchain-based platform revolutionizing content distribution through decentralized technology. It leverages a global network of Decentralized Physical Infrastructure Networks (DePINs) to power Web3 solutions in AI computation, storage, and streaming.
Fartcoin
Fartcoin is a Solana-based memecoin conceived by the AI agent Truth Terminal, known for its strong social media following. Users earn tokens by submitting fart jokes, and each transaction triggers a digital fart sound, adding humor and engagement to the platform.
Ai16z
Ai16z is an AI-driven hedge fund and open-source AGI initiative, blending artificial intelligence with blockchain technology. It leverages AI insights to assess startups and guide investment choices. The platform promotes AI-based projects within the blockchain sector and encourages innovation through strategic collaborations.
Aixbt
Aixbt is an AI-powered crypto platform offering market insights and financial advice in a casual style, created by pseudonymous user Rxbt via the Virtuals protocol for strategic advantages.
Beam
Beam is a gaming network powered by the Merit Circle DAO and operates as a subnet on the Avalanche network. It is a community-driven platform where gamers and developers come together to shape the future of the gaming industry.
Pudgy Penguins
Pudgy Penguins ($PENGU) is an NFT project centered around adorable, chubby penguin characters. Recently, the project launched its native token on the Solana blockchain to enhance community engagement and provide additional utility for its NFTs and collectibles.
Mid Caps
Destra Network
Destra Network is a decentralized platform offering cloud computing, AI computing, and decentralized storage services. By leveraging a distributed GPU network and decentralized DNS solutions, it significantly enhances efficiency and security in the Web3 landscape.
Akash Network
Akash Network ($AKT) is a decentralized cloud computing platform built with the Cosmos SDK and running on the Cosmos blockchain. It enables server owners to connect with users needing computing power via the Akash Marketplace, facilitating the buying and selling of cloud resources.
Hash AI
Hash AI is a token that leverages AI to optimize cryptocurrency mining, selecting the most profitable tokens to mine, reducing costs, and maximizing returns in real-time.
Griffain
Griffain is an AI platform on Solana, allowing users to create agents for tasks like token trading, creation, tweet publishing, and on-chain searches, with scalable DeFi solutions.
Humans AI
Humans AI is a blockchain ecosystem empowering AI projects with ethical development, transparency, traceability, and data security, creating a market for AI innovation while addressing ethical concerns.
Wild World
Wilder World is a next-gen metaverse featuring a free-to-roam virtual world. Powered by Unreal Engine 5, it offers immersive exploration, social activities, and tradable digital assets in a creative economy.
KARRAT
KARRAT is a decentralized gaming infrastructure protocol that aims to reshape the gaming, entertainment, and AI sectors. Governed by a community-focused model, KARRAT promotes inclusivity and transparency. The protocol’s first game, My Pet Hooligan, highlights the protocol’s real-world utility, particularly in the gaming industry.
Ronin
Ronin is an Ethereum Virtual Machine (EVM) compatible layer-1 blockchain tailored for the gaming ecosystem. Launched in 2021 by Sky Mavis, the creator of the successful Web3 game Axie Infinity, Ronin has demonstrated its capability to scale a single game to accommodate millions of daily active users, processing billions in NFT transactions.
MOG
MOG Coin, a meme coin that combines viral humor with a strong community, MOG aims to capitalize on the cultural impact of memes in the crypto space.
Lower Caps
Parallel AI
Parallel AI is an advanced platform designed to help businesses efficiently train AI models that cater to their specific needs. Essentially, by offering a dynamic and adaptable AI workforce, Parallel AI enables organizations to effectively address challenges and boost productivity.
Neural AI
Neural AI ($NEURAL) is an AI-powered platform that generates 3D models from text or images, streamlining the asset creation process for developers. It reduces cost and time barriers, making high-quality 3D content accessible to both indie creators and larger studios.
Vertical AI
Vertical AI is a no-code platform that allows users to fine-tune, train, deploy, and monetize AI models effortlessly. It also features an integrated marketplace for easy access and distribution of AI models.
Super Champs
Super Champs is A mobile gaming ecosystem built on the Base blockchain. Super Champs focuses on creating interactive and engaging mobile experiences that tap into the growing Web3 gaming sector.
Ton Station
Ton Station is a fast-growing Telegram-based SocialFi platform that connects Web2 and Web3 gaming titles, bridging the gap between traditional gaming and decentralized technologies.
Play Network
Play Network is a Layer 0 protocol that enhances games with AI agents and crypto features, enabling seamless in-game economies, monetization, and enriched gaming experiences.
High Conviction Play
SuperVerse
SuperVerse ($SUPER) emerges as a leading blockchain platform tailored for gaming, boasting rapid, cost-effective transactions. Developed in collaboration with industry giants and fueled by the $SUPER token, it stands as the premier hub for Web3 gaming.
The platform revolves around three key pillars:
- Innovation – A dedicated blockchain optimized for gaming with seamless, omnichain integration through LayerZero and partnerships with Polygon, Immutable, and Beam.
- Distribution – A powerful platform for game developers, backed by an active community to support title launches.
- Unification – Connecting top gaming projects and players globally, with the $SUPER token as the gateway to immersive Web3 gaming experiences.
Final Thoughts
In conclusion, Ellio’s portfolio strategy is perfectly positioned according to the AI-driven trends currently shaping the market. Looking ahead, it will be interesting to see if future updates to his portfolio emerge as the market shifts toward more gaming or meme-focused plays.
