Let me explain my basic investment logic again: The two major holdings are:

1. L1: Any project must be launched on L1. The multiple bull markets have demonstrated a very simple truth: once a popular asset/hotspot starts to explode, the tokens on the chain where it is located will also rise accordingly. This is the core reason why Solana can take off, and this is also why I encourage you to buy L1s like AVAX, SUI, FTM, SEI, SCRT, DUSK.

2. DEX: You should buy all the DEXs on L1s with high TVL once. This is also why I bought CETUS, CRV, JOE, JUP, RAY. The heavy holding of $CETUS is because its market cap is relatively small.