Record the current position holdings:

Super overweight: ETH
Overweight: UNI ZRO
Heavier positions: BNB BTC CRCL HOOD

_________Jungle (trading) positions___________

Two $100k target positions: OP Pendle
Lottery positions ($10k–$50k range): Linea BP W

Summary:

The portfolio structure is relatively simple, with no too many messy tokens. The approach is straightforward: if you believe in it, go all-in; if it’s a heavy position, go hard.

From a position standpoint, this bull cycle’s outcome mainly hinges on these three tokens: ETH, UNI, and ZRO. The former relies on position sizing to bet, while the latter two rely on upside potential and growth space—this really tests your own judgment and scenario-planning ability.

How about a vision?
Let ETH and UNI achieve single-token A9, and let ZRO achieve single-token A8. Haha~