$ANT taking a break gives the strategy a chance to rebalance and take profit, and introduce new assets. As explained previously, DAOs, gaming, DeFi (especially around liquidity) and AI have huge potential. Therefore I have chosen one asset from each sector.
Assets are subject to change! I have swapped $KAVA and $YFI for $CRV and $GALA. $CRV has shown great price appreciation recently, until a big dip during the sell off. The tokenomics are better than $YFI right now, but this may change soon, and I love what $KAVA are doing, so I will keep them on my watchlist. $GALA is developing a lot of games, growing user base and a good price entry.