$Coinbase(COIN.US)$BitMine Immersion Tech(BMNR.US)$CleanSpark(CLSK.US)$Circle(CRCL.US) Some crypto-related holdings in my portfolio are really unbearable to look at. For such highly cyclical assets, the only option is to wait patiently. Fortunately, apart from continuously adding a bit to COIN recently, the others are just micro positions. In this persistently declining market, I only dare to add to the leading stocks, while letting the small caps lie flat.