If I had to build a portfolio from scratch today...
I would focus on sectors, not the hype.
🤖 AI → $TAO $FET $ASI
🏦 RWA → $ONDO $PLUME
🌐 DePIN → $AKT $RENDER $IO
🔗 Infrastructure → $LINK $TIA
⚡ L1 → $SUI $SEI
You don’t need to own everything.
You need exposure to the narratives that keep attracting developers, users, and capital.
What would you add?