المنشور
Alex E
Alex E
Pulled most of my funds out of crypto this week. Here's my current portfolio breakdown: USDT: 15wu Asteroid ETH: 15wu Asteroid SOL: 7wu Other positions in ETH, BNB, SOL: 3wu Everything else has moved into A-shares, Hong Kong stocks, and US equities. What I love about Interactive Brokers is that idle cash automatically earns interest. My US stock portfolio is mostly cash earning yield, plus periodic investments into QQQ. The rest is split across storage, aerospace, and solar sectors. For A-shares, I'm stacking solar and storage, with regular buys into the Kechuang 50 index. I'm genuinely bullish on the A-share market long-term. Crypto is now just my high-risk, small-cap play. Total allocation: 10% crypto, 10% cash, 50% US stocks, 30% A-shares. Honestly? I'm sleeping great. No more fighting with people over crypto drama. A quick thought on Asteroid. I still believe in ETH. But lately, the SOL narrative is louder. Many top KOLs are going heavy on SOL with high conviction. I love this IP. I think it hits 1B. If ETH wins, my crypto bag does 80-100wu. If SOL wins, it's closer to 200wu. Both scenarios assume partial exits along the way. Logically, I should lean SOL. But my gut says ETH. It's held above 100m for so long without any major catalyst. Feels like Pepe's floor got taken over by big players. SOL, on the other hand, feels mostly driven by Chinese KOLs. No real whale presence. The market cap is sustained by hype. Either way, I can't lose. ETH is profit. SOL I'm slowly selling into strength. Keep pumping my bags, everyone. Appreciate you all in advance.

إخلاء المسؤولية: يُقدَّم محتوى OKX Orbit لأغراض إرشادية فقط. اعرف المزيد

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