With the return of the Trump administration, crypto regulations are expected to ease, paving the way to revolutionize financial infrastructure. DeFi, having survived DeFi Summer, now includes proven assets with potential for fundamental breakthroughs and exponential growth under new regulations.

Following previous SEC crackdowns, DeFi has lagged in performance this year but is poised for short-term catch up growth and steady long-term development opportunities.

Selected large-market-cap, liquid DeFi assets are held via a market cap-weighted strategy, offering industry β while avoiding liquidity risks and uncertainties in new sectors.