Crypto
Own The Rails.
Whichever Chain.
What I hold across Bitcoin, Solana, Sui and Zcash, why I hold each one, and the two live Solana tables I read to keep track of the rest. No balances, no calls, no advice.
Cody Wise holds six crypto positions across Bitcoin, Solana, Sui and Zcash, each published by name with the reasoning attached, plus a small memecoin sleeve. The assets are held inside Wise Capital Inc., the holding company. None of it is advice.
Coins Held
Each one named, with the thesis.
Memecoin Positions
Attention as an asset, sized accordingly.
Rows Tracked Hourly
Ten coins and ten collections.
Chains Held
Solana, Bitcoin, Sui and Zcash.
Every Position, And What It Is
Six positions across Solana, Bitcoin, Sui and Zcash, named with the reason attached, and each one now has a page putting the bull case and the case against at the same weight. The sizes are not published and never will be.
Solana · SOL
Layer one. The chain most of the consumer app volume actually runs on.
Bitcoin · BTC
The reserve asset of the category. Held, not traded.
Sui · SUI
A layer one that executes independent transactions in parallel, so a transfer does not queue behind an unrelated one.
Zcash · ZEC
Privacy at the protocol level. Zero knowledge proofs let a transaction settle without publishing who sent what to whom.
Render · RENDER
Rented GPU power for AI, 3D and VFX work, drawn from cards that would otherwise sit idle. Infrastructure the creator economy runs on.
Jupiter · JUPSolana
The routing layer under Solana DeFi. It splits a swap across every major venue, so the fill beats what any single one would give.
The Two Tables
Both live, both cached for an hour, both Solana, both ranking size rather than quality.
Solana Memecoins
The ten largest by market capitalisation, with price, volume and change over one day, seven days and thirty days.
Live From CoinGecko, Hourly See The BreakdownSolana NFT Collections
The ten busiest by volume, with floor price, listed count and holder distribution against supply.
Live From Magic Eden, Hourly See The BreakdownThe Breakdowns
One asset at a time. The bull case at its strongest, the case against at the same weight, and every number sourced.
Bitcoin · The Bull Case
Twenty one million, the halving schedule to April 2028, and the five strongest arguments against it.
WIF · dogwifhat
From a fraction of a cent to nearly five dollars in four months, and what that run was made of.
Gorillae Gang
A 3,947 item Solana collection, how its traits are built, and the Gold fur token I hold.
Ethereum · Covered, Not Held
A transfer costs two tenths of a cent, the burn has switched off, and the rollups paid the chain 1,500 dollars in a day. Not a position.
PEPE · The Ethereum One
The largest memecoin built on a character with a living author who never licensed it, and why it is not a Solana token.
Covered, Not Held
Coins with a page on this site that are not in the book. The bull case and the case against, at the same weight.
Dogecoin · DOGE
Dogecoin is a proof of work cryptocurrency launched on 6 December 2013 by Billy Markus and Jackson Palmer as a joke about the Doge meme.
Monero · XMR
Monero is a proof of work cryptocurrency launched in April 2014 in which every transaction is private by default: senders, receivers and amounts are hidden using ring signatures, stealth addresses and confidential transactions.
Hyperliquid · HYPE
Hyperliquid is a blockchain built to run an onchain derivatives exchange, from Hyperliquid Labs, which was founded in 2022 and took no venture capital.
Gram · GRAM
Gram is the native coin of The Open Network, called Toncoin, ticker TON, until holders voted to rename it on 15 June 2026.
Pump.fun · PUMP
PUMP is the token of Pump.fun, the Solana launchpad where anyone can create a memecoin in a few clicks.
Raydium · RAY
Raydium is a decentralised exchange on Solana, launched in 2021 and one of the chain’s oldest.
Aster · ASTER
Aster is a decentralised perpetual futures exchange on BNB Chain, formed from the merger of Astherus and APX Finance.
Quant · QNT
Quant is a company, founded in 2015 by Gilbert Verdian, that builds Overledger, software for connecting banks and institutions to many blockchains at once.
The Same Assets, As Listed Funds
If you would rather hold this through a brokerage account than a wallet. Compared on fee and on whether the fund stakes, with every figure read off the issuer.
Bitcoin ETFs
Eleven spot bitcoin funds trade in the United States and they hold the same asset. The fee is most of what separates them, and it ranges from 0.15 percent to 0.25 percent. The Canadian funds on the TSX cost several times more.
Ethereum ETFs
Spot ether funds all hold the same asset, and then they split on one thing that actually matters: whether they stake it. A fund that does not stake is leaving the network’s own yield on the table on your behalf.
Solana ETFs
The Solana funds arrived late and arrived staking, which is the opposite of how bitcoin and ether went. Grayscale states it stakes one hundred percent of the fund. On the TSX, 3iQ runs at nothing for the first year.
Memecoin ETFs
Dogecoin has three listed funds in the United States. Shiba Inu and Pepe have European ETPs. Dogwifhat, Bonk and Official Trump have nothing at all, anywhere, and the pages telling you otherwise are guessing.
How I Treat This Category
Four rules that decide what gets published here and what does not.
Own The Rails, Not The Apps
The base position is infrastructure. Chains and compute outlast whatever gets built on top of them this cycle, and picking the winning application means being right about a product, a team and a market at once. The layer underneath has a longer life.
Positions Are Published, Sizes Are Not
Every coin I hold is named with the reason attached. The allocation chart on the investing page is illustrative ratio, not a statement of balance, and no dollar figure appears anywhere on this site.
The Tables Are Data, Not A List To Buy
Ten memecoins by market cap and ten NFT collections by volume, refreshed hourly. Both cover Solana, because covering one chain properly beats covering five badly. They rank size, which is not quality, and most of the memecoin category ends at zero.
It Sits Inside The Company
The crypto is held by Wise Capital Inc., the holding company, rather than inside the operating businesses. Structure first, then the asset.
Written On The Category
The four rules above in long form, one argument at a time.
Go Deeper
The positions themselves live on the money side, where the rest of the book is.
Memecoins, Both Chains
The parent page for the category across Solana and Ethereum. 28 written breakdowns and both live tables in one place.
Seventeen Breakdowns, Two Chains See The BreakdownThe Portfolio
Every position across crypto, stocks and ETFs and the memecoin sleeve, with the allocation and the four rules the book is built on.
16 Positions, All Published See The PageThe Structure
The companies the assets sit inside, and why the holding company is separate from everything that trades.
Holding Company, Not Operating See The PageCommon Questions
Because two different readers arrive here. Someone reading about the card stack wants a spending system. Someone searching for the largest Solana memecoins wants a table. Splitting them means each page answers one question properly instead of both badly.
Yes. Six coins, each named with the thesis, on the investing page. What is not published is any dollar amount or balance, and that is deliberate rather than an oversight.
CoinGecko for the memecoin table and Magic Eden for the NFT table, both fetched server side by this site and cached for an hour. Your browser never talks to a third party to load either table.
No. I am not a financial advisor and nothing on these pages is a recommendation to buy or sell anything. It is a record of decisions with the reasoning attached, which is a different thing.
Bitcoin, Solana, Sui and Zcash are each named in the positions, and Jupiter sits on Solana. Bitcoin is the reserve asset of the category and is held rather than traded. The book is not a single chain bet, and the rules are the same whichever chain a position settles on.
Because covering one chain properly beats covering five badly. Mixing chains turns a ranking into a popularity contest between ecosystems instead of a useful view of one market. The tables are where the activity I watch is, not a statement about where all the value is.
Nothing on these pages is a recommendation to buy or sell anything, and no figure should be read as a live position or a return. See the disclaimer.
From The Journal
Every post on crypto and memecoins, newest first.
RWA Liquidity: Tokenizing a Building Is the Easy Part
Minting a token against a building is solved.
How Did Malone Lam Steal $245 Million In Bitcoin? It Started With A Phone Call
No exploit, no breach, no cracked key.
ZEC Breaks $23B After The NU7 Vote. The Turnout Is The Real Story.
Zcash crossed a $23B market cap after holders voted 99.9% for 25-second blocks and 98.9% to keep Bitcoin-style halvings.
Why Is Almost Every Crypto Green Right Now? The September 2026 Rotation
Twenty five of twenty seven assets green over thirty days, and the four largest are in the bottom half.
The Clarity Act Failed. Here Is What Actually Got Liquidated.
The Senate failed to advance the CLARITY Act and crypto dropped.
Stablecoin Adoption: The Only Crypto Product That Found Its Market
Crypto Crypto’s most successful product is denominated in the currency crypto was built to replace.
CZ Says IPOs Will Move On Chain. The Infrastructure Already Exists.
CZ posted five words and got 686,000 views.
Why Zcash Is Ripping And What ZCAT On Solana Actually Is
ZEC crossed $1,000 for the first time in eight years and ZCAT launched on Solana denominated in ZEC.
BTC At $79K, SOL At $104: The DeFi Data Says The Move Already Started
Everyone is waiting for a bottom that already happened.
The Bull Case For DeFi In A Year Its Deposits Fell 39 Percent
DeFi deposits fell 39 percent in 2026, from about 115 billion dollars to 70 billion.
The Bull Case For Solana, And What It Costs
Solana sits 66 percent below its January 2025 high, and 42 percent of its DEX volume is memecoins.
A Crypto Forecast With No Price In It
Bitcoin at 79,108 dollars on 1 September 2026, down 9.62 percent, while August pulled 3.52 billion dollars into the spot ETFs.
Sized To Be Written Off
Two positions, one rule.
Own The Rails
Six positions, all published by name.
Watching A Table Is Not A Strategy
The site publishes two live tables.
Being Early in Crypto Doesn’t Pay: Tesla Was Right and Died Broke
In 1893 his alternating current lit the Chicago World’s Fair.
Crypto Mass Adoption: Nobody Adopts a Blockchain, They Adopt a Button
Nobody adopts a blockchain.
Real World Asset Tokenization: Why I’m Betting on RWA, Not Coins
Most people’s introduction to crypto was a chart.
The Asset Is Downstream.
The System Is The Work.
None of this is the business. If you want the operating system the businesses run on, bring the business.
Not financial advice.