I've now moved to a 50/50 liquid spot portfolio vs active trading split. As the cycle has progressed, it's become more difficult to justify holding a bloated portfolio + I want liquidity to bet BIG on certain trends/narratives as they emerge. FYI this may not suit everyone, as you need to know what you're doing/have sufficient time/a solid grasp on risk management to execute lower timeframe trades. If you don't, just bet on your 5-10 highest conviction tokens, and keep some liquidity (30-40%) for new opportunities (many will arise).