Mike Dudas criticizes the Solana (SOL) portfolio allocation of 8% as poor portfolio construction. The images show Citrini Research basket target weights, including 8% SOL and public-market allocations of 20% Securitize (SECZ), 18% each Circle (CRCL) and Coinbase (COIN), and 14% each Bitwise Hyperliquid ETF (BHYP) and Robinhood (HOOD).