Crypto Goes Mainstream

Holdings

1. Bitcoin BTC · Monetary base 20%

   The most established crypto asset gives mainstream portfolios a liquid, recognizable anchor as institutional ownership broadens.

2. Coinbase COIN · Market infrastructure 20%

   Coinbase monetizes mainstream adoption through trading, custody, stablecoins, payments, and access for institutions and consumers.

3. Ethereum ETH · Settlement layer 15%

   Ethereum captures tokenized assets, stablecoins, and decentralized applications if finance increasingly settles on public blockchains.

4. Circle CRCL · Stablecoin issuer 15%

   Circle offers the cleanest public-company exposure to regulated stablecoins becoming payment and settlement infrastructure.

5. Solana SOL · Consumer network 10%

   Solana adds higher-throughput consumer exposure for payments, trading, and applications needing low-cost onchain activity.

6. Robinhood HOOD · Retail distributor 10%

   Robinhood distributes crypto through a familiar consumer financial app while expanding custody, trading, and global access.

7. Visa V · Payment rail 5%

   Visa can benefit if stablecoins move mainstream by connecting blockchain balances to cards, merchants, and settlement.

8. PayPal PYPL · Consumer on-ramp 5%

   PayPal puts a branded stablecoin, wallet transfers, and crypto checkout inside an already mainstream payments ecosystem.