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, HourlySolana NFT Collections
The ten busiest by volume, with floor price, listed count and holder distribution against supply.
Live From Magic Eden, HourlyThe 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.
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. Seventeen written breakdowns and both live tables in one place.
Seventeen Breakdowns, Two ChainsThe Portfolio
Every position across crypto, stocks and ETFs and the memecoin sleeve, with the allocation and the four rules the book is built on.
14 Positions, All PublishedThe Structure
The companies the assets sit inside, and why the holding company is separate from everything that trades.
Holding Company, Not OperatingCommon 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.
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.