According to @KookCapitalLLC, traders should maintain a core position in BTC and add measured allocations to major assets expected to be cycle winners, citing SOL as an example, to stay tethered to industry-wide upside. Source: @KookCapitalLLC. According to @KookCapitalLLC, concentrating only on narrow niches such as memecoins or NFTs leaves portfolios underexposed to the broader crypto cycle and limits scalable returns. Source: @KookCapitalLLC. According to @KookCapitalLLC, the actionable approach is to build a real portfolio centered on BTC plus high-conviction majors accumulated over time, instead of staying sidelined or overfocusing on illiquid side bets. Source: @KookCapitalLLC. According to @KookCapitalLLC, market participants had ample time to accumulate core assets and should carry these cycle lessons into the next allocation plan. Source: @KookCapitalLLC.

According to @KookCapitalLLC, recent shifts in meme coin trading strategies emphasize that new token launches are no longer the main source of profits. Instead, traders are advised to allocate capital to established cycle 'winners' as the market undergoes further consolidation. Over the past year, repeated rounds of consolidation have identified leading meme coins, and the current trend suggests that broader consolidation will strengthen dominant projects, reducing opportunities in newly launched coins. This shift impacts trading decisions by encouraging focus on high-liquidity, high-volume meme coins with proven resilience, increasing the importance of timing and sizing positions for optimal returns (Source: @KookCapitalLLC, June 9, 2025).