We've made changes to Core.

Your Novelist crypto portfolio consists of three components: Core, Flagship, and Frontier.

We have made a change in the Core component, which includes Bitcoin, Ethereum, and Solana. We have decided to reduce the position in Ethereum and redistribute the freed-up weight between Bitcoin and Solana.

There are two main reasons for this change. Over the years, Ethereum has evolved into a hybrid between digital money (like Bitcoin) and an application platform. However, it is losing market share on both fronts. Bitcoin is increasingly establishing itself as the de facto standard for digital gold, while Solana is showing stronger adoption figures as an application platform.

In addition, we have decided to keep the current cash position unchanged. This cash position was built earlier due to geopolitical uncertainty, particularly concerning potential trade tariffs under Trump. Despite the positive momentum in the crypto market in recent weeks, that uncertainty has not yet disappeared. Therefore, we are maintaining the cash position for now.

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Tip: It’s almost the end of the month — a time when many people receive their salary. One of the smartest ways to invest in crypto is by automatically investing a fixed amount every month. This way, you can benefit from market fluctuations and steadily build your wealth over time.