An interesting perspective on the portfolio this year. Chao Wang, who actively invests in Google and Tencent, proposes a fairly simple but effective scheme—dividing it evenly between stocks and биткоин. With BTC currently trading at around 79K, this approach looks logical for those seeking a balance between traditional assets and crypto.

What I like about Wang’s approach is that he doesn’t chase after broad market trends. Instead, he digs into individual assets and analyzes their potential. Plus, he keeps a full 40% of the portfolio in cash. Yes, it may look conservative, but in a market with high valuations, it seems like a reasonable form of protection.

His opinion on AI-managed biotech is especially interesting. Wang sees how artificial intelligence is changing productivity, especially for startups. His forecast about unicorns operating with a minimal staff thanks to AI tools isn’t just theory—it’s already starting to happen.

And one more point—Wang is drawn to the undervalued value of companies like Adobe. Amid the AI revolution, many investors overlook how these platforms could evolve. Wang’s overall strategy is caution, but at the same time openness to new opportunities. It’s this kind of balance that often delivers results in a market where AI is becoming the main driver.