We are also increasing other assets, primarily buying up $INJ. It is looking very bullish from a technical standpoint and also we believe it is one of the gems of this bull run. We have bought into it around $6 and will most likely continue holding a large chunk of the portfolio in it for the majority of the bull market unless something unexpected happens.
ETFs continue with positive inflows, that's why $BTC does not stop printing green candles. Halving is basically around the corner at this point and it seems that supply shock is coming when taking into the account these two things.
Sooner or later the gains from Bitcoin will start flowing into alts, we believe we have not entered the true altcoin season at all yet, that is when we will see most gains. So far we have only had a few altcoins that have overperformed, but the altcoin market as a whole is still very far off the all time highs.