So main portfolio composition rn is basically 2 baskets:
Hyperliquid Eco:
$HYPE
$LQNA
$YEETI
$FARM
Solana AI:
$FARTCOIN
$ZEREBRO
$UFD
$AIXBT
$ALCH
Hyperliquid still feels ez mode. Hence way higher weightage with 75%. Solana AI takes about 25% of my portfolio. Take note majority is in core $HYPE, so weightage wise I place smaller % on betas, and layer that via conviction levels.
Fartcoin is second largest bag after $HYPE.
Hyperliquid Eco:
$HYPE
$LQNA
$YEETI
$FARM
Solana AI:
$FARTCOIN
$ZEREBRO
$UFD
$AIXBT
$ALCH
Hyperliquid still feels ez mode. Hence way higher weightage with 75%. Solana AI takes about 25% of my portfolio. Take note majority is in core $HYPE, so weightage wise I place smaller % on betas, and layer that via conviction levels.
Fartcoin is second largest bag after $HYPE.