I'm positioning for what I believe are the strongest crypto narratives over the coming years.
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$BTC: Digital reserve asset.
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$ETH: The settlement layer for tokenized finance.
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$TAO: Decentralized AI.
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$HYPE: Exchange infrastructure with real revenue.
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$PUMP: Retail infrastructure for memes, AI agents, and the next wave of on-chain metas.
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$ONDO: Bringing real-world assets on-chain.
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$SUI: High-performance L1 with a rapidly growing ecosystem.
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$PENGU: Crypto's strongest consumer brand, powered by world-class execution and marketing.
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$IO: Decentralized AI compute.
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$LIT: Early-stage infrastructure with asymmetric upside.
No one knows which narrative will outperform.
I'd rather own the winners across multiple sectors than try to predict a single one.