The author has significantly reduced holdings in SOL and ETH, citing a shift in expected value despite a long-term history with ETH. Current high-conviction assets include HYPE, alongside early positions in semiconductor and memory companies Micron, SanDisk, SK Hynix, and Samsung. The strategy has pivoted toward private companies like Cerebras Systems and anticipated IPOs for OpenAI and Anthropic, while moving away from crypto seed rounds.