It's been a long time since the last post (March 2023) and since then the strategy has more or less been in hodl mode with few changes, just auto rebalances every month. As the space heats up again (ETF imminent & halving imminent which are both hugely bullish) now is the time to become more active.
As things stand, my expectations are as follows: ETF approval should see BTC gobble up marketshare followed by either a sell off in everything or an alt season prior to the sell off in everything. After that sell off, we'll be in up-only mode until at least the end of the year and alts are the smart money play. There'll be some major airdrops in 2024 and restaking solutions will thrive (with eigenlayer leading the way) making ETH more attractive than BTC *but* that extra layer of complexity involved in generating yield will inevitably result in major exploits & losses so you definitely want to DYOR with any restaking project and not just chase the highest yield expecting your ETH to remain safe.