$Coinbase Global, Inc.(COIN)$

My current top three holdings are MARAHoldings(MARA), IREN(IREN), and CoinbaseGlobal(COIN), which together account for about 85% of my portfolio. The rest is in BTBT and CORZ. The strong fundamental trends of these holdings reflect investors' bets on the policy benefits of Trump's administration. The two main themes are the strategic reserve of Bitcoin and the SEC's relaxation of regulations, corresponding to coin stocks and exchanges respectively. My MARA and COIN holdings correspond to these two themes.

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