Why I’m All In on $ETH During This #MarketRebound: My Portfolio Shift
The market is bouncing — and instead of watching from the sidelines, I’m leaning in.
Over the last 48 hours, I restructured my crypto portfolio to reflect where I see the highest upside in this next phase. My top conviction? Ethereum ($ETH).
Why Ethereum?
Ethereum has gone from congested and costly to scalable and efficient, thanks to the Dencun upgrade and Proto-Danksharding. Layer 2 adoption is booming, with more users transacting on chains like Arbitrum and Optimism than ever before. Institutional interest is rising, and even ETFs are in the pipeline.
My Updated Portfolio:
• $ETH – 40% (core asset)
• $ARB & $OP – 25% (Layer 2 growth)
• $SOL – 15% (performance chain for NFTs & DeFi)
• Stables (USDC) – 10% (dry powder)
• 10% meme plays (because it’s 2025…)
I’ve exited smaller altcoins and rotated into assets with strong fundamentals and real activity.
This isn’t just a bounce — it’s a signal of market resilience. And I believe $ETH is still undervalued compared to its role in the future of finance.
Are you rotating back in? Or waiting it out?
Let’s compare strategies below.