I wish you all a happy new year and i hope you had some joyful time with people you love.
Concerning the portfolio the focus is DEFI for now.
Many DEFI Projects like Compound, Synthetix, Sushi etc. had a hard time for a long time but still the TVL kept growing for many.
Curve is leading the way at the moment and our position is in big profit.
I expect the other projects to follow concerning the high gap between TVL and Fully Diluted Valuation for many projects e.g. Compound which has
a ~2 billion fdv. and ~ 9 billion of TVL. The same is true for Maker etc.
Checking defipulse.com, you see the TVL in DEFI uptrend is still perfectly intact and the correction just ended.
I expect a huge gap up in TVL for DEFI in the coming months followed by rising DEFI token prices.