Ansem updated his portfolio allocation, maintaining a core "don't touch" bucket consisting of 60-70% majors (including BTC, ETH, SOL, HYPE, and ZEC) and 30-40% rotational assets (such as onchain, memes, and perps). $PUMP is highlighted as his highest conviction midcap due to rising revenue and its positioning as a bet on social trading, while $HYPE is noted as the safest altcoin in the market. bitcoin is emphasized as his core holding, with $ZEC cited as the best beta to bitcoin.