The bounce continues to build strength. Happy to see $BTC back above 20k. $ETH is finally outperforming after the steep fall we witnessed last week. To early to call a bottom, but fair to say we're probably close.
We stay prudent with our 10% $PAXG allocation. As long as cryptomarkets correlate with nasdaq and growthstocks, gold is a perfect portfolio diversifier, but we won't allocate more than 10% to it, because we learned from Luna's collapse that there is always a depegging risk.
$LINK, $ADA and $BNB stay our favourite alts at this moment. It's way too early to allocate more funds to alts, because we believe the $BTC dominance will rise above 50% before alts get more interesting.