Found a genuinely solid long-term portfolio on Fomo.
there are actually only a dozen projects here that make sense to hold beyond the next rotation.

Twitter

The release of this new regulation marks a historic leap in the attitude of Chinese regulators towards virtual assets, shifting from a "complete ban" to a "combination of restriction and guidance."

Article Author & Source: Guofeng Law Firm On February 6, 2026, the "Notice on Further Preventing and Handling Risks Related to Virtual Currencies" (Yinfa [2026] No. 42, hereinafter referred to as "Document No. 42"), jointly issued by eight ministries led by the People's Bank of China, and the "Regulatory Guidelines on the Issuance of Asset-Backed Securities Tokens Overseas by Domestic Assets" (hereinafter referred to as the "Guidelines") simultaneously issued by the China Securities Regulatory Commission, have triggered significant reactions in the legal and financial circles...

Breaking News! The Year of China's RWA: A Compliant Channel Opens for Trillions of Yuan in Domestic Assets to Go Global

Hyperliquid, firmly holding the top spot in the crypto derivatives market, is attempting to extend its reach into another booming trillion-dollar market: prediction markets.

Article Author & Source: Bitpush
Today, Hyperliquid officially announced the testing of a new feature called "Outcomes." This news immediately ignited excitement in the secondary market, with its native token HYPE recording a gain of over 10% within 24 hours, pushing its price above the $30 mark.

[image.png] In Polymarket...

Is Hyperliquid entering the prediction market arena, aiming for the heart of the polymarket?

Bitcoin has recovered from a low near $60,000 to now stand around $69,000, having effectively given back the gains it made after Donald Trump’s election in November 2024 this week.
The cryptocurrency’...

Bitcoin slips below $70,000 after erasing post-election gains during 'sell at any price' rout

Orgo @orgo (founder @spncrk)
Orgo - computers for enterprise AI agents with PMF, 1k plus developers using it already
- Just started looking at @StreetFDN for an ownership-style model (MetaDAO-like)
- VC-backed: @a16z scout, @zfellows, @forumventures
- January: pilots kicking off with Series A/B companies
- Focused on Insurance, healthcare, logistics, customer support
- Closest comp: E2B with a $21m Series A, ~$100m valuation. Focused on code sandboxes. Orgo is focused on full computer use
Core goal: build the fastest, most useful VM infra for agentic workflows

And here’s a more broad bet on the meta, outside of this project.
Orgo being the proxy for me to express the view.