I took some profits in $ATOM because it outperformed our other holdings 40% and it is slightly less attractive after this big run up. It might run into some resistance at 40usd and at previous ATH's before breaking out.
I added $SUSHI because it is in an uptrend. $ETH whales are buying it and it has room to run.
$ANKR shows signs of strength, so I keep an eye on it, but I didn't buy it yet.
$LUNA looks ready for new ATH's, so I let it run.
$BTC and $ETH ate bottoming out and allow the best alts to run.
I understand, but that's a long term/short term question in my opinion. Both are amazing projects long term. Ada will outpeform $BTC in a bull and it served me well as an $ETH hedge. It tends to be strong when eth is weak and vice versa. $LINK is a small position and I consider it more a bear marktet hedge for $BTC . It did exceptionally well during the bear market. It's a steady grower and it doesn't seem to grow on sentiment, but on fundamentals. If you look at the long term $LINK chart in usd , it's still in an amazing uptrend. I will always keep a small allocation to $LINK , unless the thesis breaks fundamentally.