I’ve been building out my approach to crypto. I shared my allocation in March and updated it this weekend.
- I’ve been increasing Ethereum to get closer to Bitcoin.
- Bitcoin and Ethereum together are 80%.
- Increased the amount of Cardano as an additional Ethereum-like blockchain.
- Doubled Filecoin, which builds a permanence layer on IPFS.
- Added Curve DAO because of the focus on cost-efficient swapping between stablecoins.
- Added Enjin because of the focus on NFTs.
I’m sharing this as my own notes for any value they may have to others.