# PortfolioStrategy

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Portfolio Pivot Moving from Moon Shots to Market InfrastructureAs we close out 2025 the most successful investors are not just looking for the next meme they are building a 2026 Infrastructure First Portfolio The era of pure speculation is being replaced by a Supercycle driven by institutional yield real world utility and AI automationIf you want to survive and thrive in the 2026 rally here is your guide to transitioning your portfolio from Casino to CompounderThe Infrastructure CoreThese are the assets that function as the digital plumbing of the global economy They capture value regardless o
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