Recently holding $SOL and a small amount of $ETH $UNI. In retrospect, I was still slow to react. ETH hesitated from 2500 to 3000, and it looked like it would accelerate after July. Fortunately, the early non-farm data gave me a chance to get on board. The profound lesson is: It's unlikely to have a major correction like April this year. Without waiting for a perfect bottom, the subsequent strategy is to buy on small dips and hold firmly.

Review after one month (September): 1. $uni I've shifted some of my holdings to Sol, leaving my ETH holdings unchanged. I currently have no other positions. 2. $sol I've been buying small amounts on dips, with my cost moving to between 16x and 17x. I'll consider adding some leverage to my unrealized profits if I see an opportunity. 3. Currently, Beta is > 1, and the remaining cash is managed with @FalconStable and @PlasmaFDN. I'm considering gradually adjusting Beta back to 1.