As an amendment to our initial Portfolio Breakdown vote we wish to do away with the terminology large cap, mid cap & small cap and instead state that the core aim for our funds is to invest long-term into blue chip NFT brands ie those that have reached a certain critical brand awareness and/or utility. The guideline for allocation for this part of our portfolio would be 75-90% (unless a direct project vote such as Nouns causes it to be otherwise). We also note that despite our aim to invest long-term we will not shy away from selling our holdings should Micro or Macro Economic factors indicate we should.
The remaining funds would be for our cash reserves (with the aim to always have at least six months of expenditures in reserve), initiatives such as our loan pool, our accelerator program & arbitrage opportunities, such as whitelist flips or taking short-term positions in such projects as Doodles when we see high volume opportunities.