ZRO has been a profitable airdrop with prices starting out at a dollar and hitting close to 6 at the high then retracing to 2.7 ish during the crash recently and now has started to recover nicely to about 2.6 up from 2.73 and I added around a little under 3 for additional units so i might wait for the likely push up a little more and then sell some of the extra units i bought into strength and hold the core position with some in the eth/zro lp which also farms arbitrum via merkel as well as gets fees from uniswap v3 in zro and eth. I may add additional lps like zro/usdt if the latest rally goes into a range bound accumulation phase to extract fees but i will be leaving a lot of room to the upside for the lps so they sell units as prices move up and will likely do well if they move up slowly and with pullbacks so i can collect the most fees possible as well as re balance effectively.
Lately I have been selling my SPL income from land into bnb when it has been down as sps has done terrible against bnb especially and when there is a crash sps has stayed relatively similar lately while others may fall a bit more giving the opp to sell for bnb before it returns to higher levels and bnb is much stronger than sps and when it returns to higher levels then you can buy sps back if you want using a one sided buy order or use other methods to acquire it on low wicks and sell when the price pumps against usd, bnb or eth as these will likely outperform in the medium to near term. I will hold a few hundred thousand sps staked and liquid in order to be able to take advantage of pumps in sps as well as always sell half of my land income weekly in order to buy into btc,eth and usdc as well as things like ZRO which have a high probability of going much higher which will be better off for my SPL portfolio in the long run as i will have more buying power as I believe assets will continue to fall more at least for land right now and the best thing to do is hold and grow with a small part and sell out the rest to take profits while other assets that are stronger right now are low likely to bounce up. I have no more lp positions in any spl tokens for now as i believe it is better to hold or stake the tokens as of now since the lps have less incentives and also have historically performed terribly except for the dec usdc lp which is likely the best performing one as it gets a high apr and has the least volatility out of all of them.
