I looked at my portfolio today and honestly I’m not even sure what I’m doing anymore.
I’ve got BTC, ETH, a couple of L1s, some random small caps I bought during hype, and a few “conviction plays” I can’t even explain anymore.
It feels like I tried to reduce risk by diversifying… but ended up just spreading confusion across 12 coins.
How do you actually know when your portfolio is “too scattered” vs reasonably diversified?
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