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 of 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 say Virtuals - is it good enough to just hold the VIRTUAL token, or would I be better off with a basket of the most prominent agent tokens? Same concept with Avalanche - do I just hold AVAX as a risk-on beta L1, or is it better to hold promising AVAX betas like ARENA/BLACK/etc? Or with Polkadot - do I just want DOT, or do I want HDX from Hydration since that’s the parachain that everyone uses? I had previously been thinking the basket of betas underneath the ecos was what I wanted, but now I’m not sure…it’s hard for me to predict how much trickle down will benefit the underlying if retail is bidding the alts on CEX only Thoughts?