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$BTC — $ETH — $SOL: THREE ROLES, ONE PORTFOLIO I don’t choose them because they rise together. Each solves a different problem. $BTC — defense: resilience. $ETH — infrastructure: ecosystem exposure. $SOL — offense: speed and application growth. $BTC provides the foundation. $ETH and $SOL expand exposure to blockchain innovation. Their allocations should reflect my risk tolerance. I don’t need all three to rise together. I need a portfolio built to adapt when the market changes direction.