📈 Public Portfolios Performance Since Beginning of the Year

🔥 Strategy portfolio based on Bitcoin (AUM $51.3B) , is up +22.9% since the beginning of 2025. In contrast, portfolios that leaned into riskier narratives are struggling:

• Murad Mahmudov’s memecoin-heavy portfolio (AUM $22.3M) has dropped -38.8%, likely weighed down by the recent correction in the meme sector.

• Vitalik Buterin’s Ethereum holdings (AUM $433M) is under pressure, down -45.9%, despite all the ongoing innovation in the ecosystem.

Will this trend hold, or is the rotation into high-risk, high-reward altcoins just taking a breather?

💧Public Portfolios