A few weeks or months ago, my portfolio was more diversified. But I started cutting weak performers, even if they were working on great stuff.
Why?
Because a strong mission alone is not enough. Utility is just one part of a much more complex mix that drives a project's success. At the end of the day, price action speaks louder than potential. High performers tend to keep outperforming.
Meanwhile, many people are still bagholding dead projects. Take ZETA or PYTH for example. Both are working on interesting tech but in the last few months, they even made new lows, dropping below their initial