2026 Utility Portfolio Snapshot

Three days into this run and the holdings are performing surprisingly well. Avici has surged 70%, Zera is up a solid 20%, while Umbra sits 3% in the red.

Here's what caught my attention: Bitcoin just wrapped five consecutive red daily candles, yet these utility tokens are still hanging strong. That kind of relative strength during a pullback tells you something about the underlying conviction in these positions.

The real takeaway though? Quality utility coins are genuinely thin on the ground in the current market. Most tokens talk the talk, but actual utility plays with staying power remain scarce—which makes quality selections matter even more when building a position.