Talking about the revival of DeFi in terms of positions:
My largest holding right now is $AAVE,
followed by $SKY and $UNI.
Currently, I believe it's at the T1 level.
AAVE should have little controversy; it's a hexagon warrior, and there are almost no blind spots. The data for SKY is simple enough, the founder buys coins, and as for the occasional issues with the brand and community, I think they are acceptable.
(T1 does not represent a rating, it's just a way to express positions, NFA)
The most controversial is UNI. The reasons for holding it are, on one hand, that it can be mined now, and a lot of what has been mined has lowered the cost significantly. On the other hand, there are possibilities brought by relaxed regulations, such as fee sharing, Unichain staking, etc. Of course, it is very likely that these will not happen, but if they do, the impact on UNI would be enormous.
Of course, I also have Pendle, Curve, and the whole family of these. If we talk about positions, it's in the T2 tier. Let's chat next time.
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