2026-01-02 21:33:50

After reassessing our portfolio positions, we've decided to pivot away from TAO and VRA amid shifting market dynamics. The real opportunity shaping up for 2026 appears to be emerging around alternative plays like REPPO. As the cycle evolves, positioning into potential bluechips becomes critical—sometimes that means recognizing when to rotate out of yesterday's narrative and into fresh developments. Market timing and conviction matter just as much as token selection in this space.

TAO0,57%

VRA-3,77%

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

10 Likes

Reward
10
6
Repost
Share

Comment

0/400

Token_Sherpa

· 11h ago

ngl rotating out of narrative bagholding is just copium when the thesis breaks, but respect the portfolio hygiene i guess

Reply0

CommunityJanitor

· 11h ago

It's just rotation, TAO and VRA should be cut when it's time, but I still have some doubts about REPPO.

View OriginalReply0

MultiSigFailMaster

· 11h ago

Selling TAO and VRA? This situation really needs to wake up, is that REPPO thing really legit...

View OriginalReply0

LiquiditySurfer

· 11h ago

Surfing point positioning is off, TAO's exit this time was too hasty. --- REPPO? Never heard of this new narrative, is it another wave of narrative rotation? --- Market making mindset is like this, yesterday's hero = today's liquidity trap. --- The capital efficiency theory looks correct, but conviction is easy to talk about. --- Rotation thinking is fine, just afraid of choosing the wrong blue chip. --- Are the opportunities in 2026 so vague, or is the information gap not yet leveled? --- The story of LP returns is over, now it's time to talk about arbitrage. --- Those who understand the times are wise, but only if you truly recognize them. --- From TAO to REPPO, this rotation route is a bit jumpy. --- Market timing is more valuable than the token itself, that's true, but the key is whether you can hit the mark.

View OriginalReply0

MoonRocketTeam

· 11h ago

Orbit adjustment in progress, TAO and VRA have been uninstalled, REPPO is the next booster.

View OriginalReply0

NeonCollector

· 11h ago

It's that time again for coin swapping season. TAO moved to REPPO. The nice way to say it is "rotation," but it's really just the old trick of chasing highs and selling lows.

View OriginalReply0