In this situation where "the rebound is expected to continue but risks still exist," my strategy is a "Core + Satellite" allocation:

· Core Position (60%): Increase holdings in BTC and ETH. This is the safest choice. Bitcoin is the engine of the bull market and the most certain asset. ETH benefits from the ongoing activity in its ecosystem and the anticipation of the Dencun upgrade. Its over 13% surge this time also demonstrates its resilience. They serve as "ballast" during rebounds or even reversals.
· Satellite Positions (40%):
· SOL: As one of the strongest L1s in this cycle, SOL's ecosystem (such as DePIN, Meme) is extremely popular. When the market stabilizes, its rebound speed and magnitude are often remarkable, making it a good tool for capturing excess returns.
· Leading projects in AI + GameFi sectors: Nvidia's performance has directly ignited the AI sector. I will focus on blockchain projects closely integrated with AI (such as RNDR, FET, etc.). Meanwhile, after long-term reshuffling, the remaining GameFi projects have more solid fundamentals, and as market sentiment warms up, they may usher in a new round of explosive growth.
· L2 solutions: With the Cancun upgrade imminent, related projects like OP, ARB, etc., if their prices haven't fully reflected expectations, are also potential targets worth deploying.