X @IcoBeast.eth🦇🔊
IcoBeast.eth🦇🔊·2025-07-19 19:50
Have been thinking a lot today about optimal portfolio balancing if we really are going full risk on for a little bit.Key factors:- ETH going parabolic on the back on seemingly infinite institutional bid- BTC.D crashing- Desire for exposure to alts definitely coming back with some retail bid.Outstanding question:What do you allocate to/how far out on the beta risk curve do you need to go?Example:for me, ETH alone is good enough for a decent bit of exposure for me…but what if I want exposure to other ecos?So ...