My $100 Layer 2 portfolio
Keeping it simple. Here's exactly where I'm allocating this cycle and why.
ALLOCATION:
$ARB (Arbitrum) — 30% | $30 → $120
$OP (Optimism) — 20% | $20 → $80
$POL (Polygon) — 25% | $25 → $100
$ENA (Ethena) — 15% | $15 → $60
$FET (ASI Alliance) — 10% | $10 → $40
Total: $100 in, $400 projected out at 4x.
Why L2s? Ethereum scaling is not slowing down. ARB and OP have real adoption. POL is quietly rebuilding. ENA has one of the best yield models in DeFi right now. FET benefits directly from the AI narrative gaining ground in crypto.
Scale the % to whatever budget fits you. The logic stays the same.
Not financial advice. Do your own research.