The opinion of one analyst: Bitcoin occupies about 30% of the portfolio, the same goes for Ethereum. At the same time, I will be shifting more towards 'alts', because I expect two alt seasons over the year, during which altcoins will grow. I think Bitcoin will at least double, Ethereum will grow three to four times, and certain altcoins have the potential to grow 10, 50, and even 100 times. Moreover, these are coins that are outside the top 100.