I've decided to concentrate my entire investment position across just four holdings: Bitcoin remains my core allocation, while Microstrategy provides exposure to a publicly-traded Bitcoin proxy with additional business operations. Metaplanet and Strive complete the setup, offering diversified exposure within the broader crypto and digital asset ecosystem. This concentrated approach reflects my conviction in these specific assets over the wider market. Rather than spreading resources thin across dozens of positions, I'm betting that this curated selection better captures the upside I'm targeting in the current market cycle.