Pretty much my only altcoin position is Pepe,
No alt coins here, aside from a few Solana as a (joke). Own a tiny bit of Cardano and just sitting on the sidelines while they stake.
Most my bitcoin is all synthetic stocks on miners, with a tiny bit of equity ownership and 100 call LEAPs on BTC.
But by far my long-time massive position is on Ethereum. I went on a rampage years ago and started to buy into every ethereum exchange traded fund out there.
I did not buy calls or futures in regard to the Merge. I knew the timing would be hard because of the numerous set-backs that had been happening, and also the hedge funds kept bloating up the call prices trying to front-run it all.
Due to the way the fed sunk the price (among other players), I was right not to do a one-way bet on ETH, but that also can be argued to as luck.
In any case, I am going long the halving now, and we'll see. Every time I get worried it's just 'too obvious', so has to be priced in, I read numerous flawed posts by perma-bears that make me realize we are still early and there are still too many 'stupid' people out there who haven't even read a white-paper yet.
The one big thing AGAINST the value of crypto this year was Fed Now. It fixes certain things in the banking sector that crypto had a solution (moat) for. It doesn't replace crypto, but does put a chink into its armour. Sort of like, how the Merge cut a leg out from under Solana.
I've been drumming around the idea of diversifying a little into Chainlink and Poly for some time... Perhaps if there are ETFs that come out for them, or one of my 'regulated' exchanges supports staking for them, I'll dive in. But I can certainly do without it.
. I've been to both cities and I was out on a leisurely stroll at 2 AM without any concern for my safety.