Giuseppe Lasorsa
Italy
2m
Recent market dynamics continue to highlight both opportunities and risks across technology, crypto and global equities. Despite a general slowdown in retail flows into Big Tech, Nvidia remains well supported thanks to its leading position in AI infrastructure. Alongside ASML, Microsoft and Micron, these positions form the technological core of my strategy, with a focus on long-term structural growth rather than short-term speculation. In the digital asset space, my exposure is concentrated on Bitcoin and Solana. Bitcoin continues to consolidate its role as a digital store of value. Solana, meanwhile, has recently attracted strong institutional interest: companies are creating Solana treasuries worth hundreds of millions, while new ETF initiatives linked to SOL are under discussion. At the same time, adoption is growing rapidly across stablecoin transfers, DeFi, cross-chain interoperability and real-world applications. These developments confirm Solana’s role as a promising infrastructure, not just a technology experiment. Looking forward, I am preparing to integrate selected ETFs — VTI, VOO and SCHD — to strengthen portfolio stability, broaden diversification and introduce a reliable stream of dividend income. Timing the entry remains essential, and I prefer to allocate at favorable market conditions rather than rush exposure. My guiding principle remains unchanged: a disciplined, research-driven, and long-term investment approach designed to balance innovation, resilience and sustainable returns.
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