NFA, always DYOR. Opinions are mine
1. Public chain : Keep 10% ETH, show respect to the fundamental basis, but I will increase the holds of Luna, Avax, sol, also, don't forget layer 2, my one and only choose will be mattic
2. Metaverse: where the next 1000x coins might be born, but I'm still waiting the real case. the 'top players' at this moment are not real metaverse in my opinion, metaverse is not just about selling land or play 2 earn, it's about the real contact of virtual and reality. I personally value the project Metabase Network, which aims to provide a infrastructure of metaverse.
Dislike Web 3, use wallet address instead email to register can't really change anything, can it?
Where's bitcoin? A crypto portfolio without bitcoin anywhere in it is misbalanced. I do like matic too. I also do believe this metaverse thing will be the 2022 version of 2021s meme coin run. A couple will probably win out but there will probably be tons of speculative money to be made on these things. Sad but every year has a new thing that eventually fizzles out. All pretty much just schemes to get more bitcoin if you ask me.
There are a lot of altcoins which have stable fundamental and won't crashed hard so right now, not holding bitcoin in the whole portofolio is not really a misbalanced portofolio. It's been i year i don't hold any bitcoin and made ETH at my highest percentage of mine.
There are already many strong candidates to replace bitcoin if anything happen to bitcoin and people are no longer use it for transaction, so for me personally it's okay if we don't hold any bitcoin right now but make sure hold high fundamentals altcoins.