Zero percent crypto for me, to be more precise.
I'm in Wind + Solar + Bateries, Rare Earths and more. The intrinsic value is created by the companies who manufacture the products we NEED. Intrinsic value is found within the companies who can mine and refine the source materials that are absolutely necessary for modern times.
Rare earth refining (not so much the mining of rare earths-the PROCESSING is the bottleneck there). Graphene batteries and certain lithium batteries. Electronics recycling, and the companies that are cutting edge there. Same with plastic recycling.