Re-risking your portfolio: Investor John Davi's picks for the second half of 2025
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币界网报道：Investor John Davis shares his top picks for portfolio re-risking in the second half of 2025, highlighting Web3 and blockchain opportunities. Davis emphasizes decentralized finance (DeFi) platforms and NFT marketplaces as key growth areas, citing increasing institutional adoption. He also recommends exposure to layer-2 scaling solutions and interoperability protocols, which are gaining traction amid rising Ethereum gas fees. Davis warns investors to remain cautious about regulatory developments but sees long-term potential in Web3 infrastructure plays. His strategy focuses on balancing high-growth crypto assets with more stable blockchain enterprise solutions.
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