The current investment portfolio is mainly built around several core directions:

In terms of core assets, ETH and SOL are mainly deployed. Among them, SOL's Prague upgrade plan is an important event in March next year, which is worth following up continuously and may bring new growth momentum to SOL.

A large number of holdings are concentrated on some market sentiment assets, such as Pepe (PEPE has always been optimistic, the frog theme continues to attract the community, and the price has risen more than ten times) and Doge (optimistic about Musk's influence, especially after his official inauguration on January 20, it may lead to a rebound in the market).

For ordinary positions, I chose some potential projects, such as OM and Fet. In addition, Puffer is also worth paying attention to. As a potential stock in the ETH ecosystem, it will have the opportunity to leverage BN's traffic to enter a broader market in the future. Projects such as Pnut, Neiro and Turbo are likely to enter Coinbase and become the next batch of popular currencies on mainstream exchanges.

In some small holdings, I also added Move public chain coins, including Sui, Apt, and several L2 projects such as OP and IMX. These are relatively new development directions. Although the risks are high, there is also a large room for growth.

ENS is a project I sold recently. Although it has tripled recently, I decided to clear the position. This decision is still based on the judgment of the market rhythm and timely lock in profits.

Next, I will continue to pay attention to the technical progress and market changes of various projects and flexibly adjust the strategy.