Positive signs. $LUNA jumped 42% since last rebalance. $BAL $SNX $MLN underperformed, but are great projects. They now get a bigger share to play catch-up, and I have removed $LUNA for now. Introduced $KAVA.
+25% in one day, $SUSHI, $SNX, and $YFI are forces of nature! DeFi summer 2.0 is in the making. 🔥
I'll be using the current market to trade a few breakouts and retests in the coming days. In the center of attention for me are $LTC, $BAL, $SXP, $LINK, $BAND, $COTI, $ICX, $ATOM, $MATIC, $AAVE, $SRM, $SOL, $REN, $ZEC, and $XMR. 👀
Let's get back to ATH 🤟
This dump is to shake you out even though you'd be better off buying the dip. 😎
I expect a capital rotation from $ETH to $DeFi.
Adding a basket of $BAL, $SXP, $SNX, $SUSHI, $UTK, and $ALPHA to the strategy. 🚀
Keeping $ATOM and $BNT. Removing $LTC
Good performance. With the rise of $ETH and the maturation of DeFi in the eyes of the broader world of finance, we are well placed with our stakes in $AAVE $KAVA $BAL $LUNA and $SNX. I expect to see some more $PNT spikes, and I will reduce its share with time (at the right price).
The market is rebounding and I am re-introducing popular $AAVE (reasons: focus on scaling, proven track record, good price point). My rebalance broadens the strategy a little, but I still expect big price increases for $PNT $LUNA and $BAL so they still have larger shares. $LINK has been dropped but remains on my watchlist.