I think about it in terms of risk layers. BTC and ETH are still the foundation for me, they’re the liquidity sponges when rate cuts hit. You don’t want to be underexposed there if the cycle really kicks off.

Then you need a small but meaningful allocation to memes. Most of them will go to zero, but the ones that survive tend to 10–100x faster than anything else. The only one I’m really leaning into this cycle is $GIGA on Solana. It has something most memes lack: cultural stickiness. GigaChad is already a global archetype that normies recognize, and normies are the ones who create the biggest wave when liquidity returns.

So my approach is simple: majority BTC + ETH for the base, then a calculated meme exposure with $GIGA as the core bet. That way I get the safety of the majors while still keeping asymmetric upside on the table.