Shenyu: Bitcoin, Ethereum, Tesla in core portfolio; Ethereum reassessed

The framing of a core portfolio around just three assets—two crypto and one equity—signals a concentration preference that challenges conventional diversification logic, especially when tied to a 'fewer but deeper' philosophy. That this comes from a Cobo co-founder, whose stance carries weight in the infrastructure side of the market, adds signal beyond a retail opinion. The notable shift is the explicit reassessment of Ethereum, implying a prior view has been updated, though the rationale is not detailed here. What matters next is whether this signals a broader institutional or builder-class reweighting toward Bitcoin and Ethereum as foundational, with Tesla as a proxy for innovation exposure. The mention of AI Agents as an 'external brain' hints at how decision-making tools are evolving, but the market impact likely hinges on whether other key figures echo this concentrated approach.