Organize the favored sectors
Grayscale sector: zen lpt currently heavily invested
SEC sector: rsr dydx zrx moderately invested
Trump family: ondo ena link plans to build positions
Payment sector: xrp algo xlm hbar ada lightly invested
Musk is optimistic about doge moderately invested
The overall strategy is still to go long on the new US government and to go long on low market cap, concept-driven, fully circulating value coins.