For me, investment diversification should be balanced from the smallest to the largest risk level, so if it's just Bitcoin and Ethereum, I think it's still not enough, maybe we can add potential new altcoins with a small capital value, so that if we're lucky it can increase up to 100x, and Of course, this sharpens our analysis of potential projects. On the other hand, we can slightly reduce the portion of Bitcoin investment to engage in speculation
This isn’t a portfolio diversification to me, newly launched Altcoins are a very big risk and should not be regarded as an investment, bitcoin is almost certainly to increase in bull run and wouldn’t fall to zero like Altcoins should it not go the right direction, so my capital will be on it. Then if I have extra funds I will gamble on solid mid caps like Ethereum, sol, Polygon, Tao and then use a little profit from them to gamble on AI tokens because they seems to be the hype of this bull run