Collective Shift Portfolio Update: Altcoin In, Altcoin Out (Oct. 5, 2026)

In this Collective Shift Portfolio Update, the team explains two changes: adding an altcoin we have spent time building conviction in, and exiting another that was always planned as a relatively short-term holding. The exit was made in line with the original plan and locked in a solid gain. The new position is Derive (DRV), a project on our radar for some time. Its growth metrics have meaningfully increased and its tokenomics are solid. The update also covers how to access DRV, since it is not listed on some popular Australian exchanges. With the bull market underway, our aim remains to use most of the remaining stablecoin holdings to buy altcoins. Members can read the full update, risks and portfolio context.