Rebalance into BTC
We're potentially looking at the start of a bull phase for $BTC - long term holders' distribution has turned negative, just as happened on every previous bull run, we've just had a weekly close ATH, and we both opened AND closed the week above a log of 1.618 - a precursor for bull runs in the past.
We are now 40% BTC, with a primary target of $85,000 and seeing how the land lies from there (potential to end the month on $98,000 as per PlanB S2F).
Elsewhere:
we've took profits from
$ETH, and rebalanced to 20%.
$DOT to 10%
$MATIC to 5%
$LUNA to 10% (big potential for growth over coming months)
$XTZ decreased to 5%
$ADA increased to 5%
$BNB increased to 5%
We've taken profits from $ALGO and redistributed accordingly, although we will probably reinvest in the coming months.
Again, $AVAX is on the watchlist - potentially overbought currently.
$SOL, awaiting more news.