In this episode, Ben and Bergs break down the major shifts happening in the crypto market and why Ben has made changes to his portfolio.

The idea that a rising tide lifts all boats isn’t holding up this cycle, with liquidity shifting toward top assets while lower caps struggle. With 400,000 new tokens launching every week and macro conditions delaying the bull run, it’s time to rethink strategy.

Ben shares what he’s doubling down on, what he’s cutting, and how he’s positioning for what’s ahead.

Takeaways

1. The market isn’t moving like past cycles, adjustments are necessary.

2. Liquidity is shifting toward top assets while lower caps struggle.

3. A strong portfolio allocation is key to long-term success.