General update on things as it's been a couple of months since last post. I see no reason to change weights at the minute so right now the portfolio is set to auto-rebalance monthly.
With the US eager to shut down anything remotely connected to crypto, it's only serving to fuel and accelerate interest and adoption in DeFi. Arbitrum airdrop has helped too and with zkSync Era mainnet launch the whole space feels like it's heating up again. It's also worth noting we're only a year out from the next Bitcoin halving so that too will be of comfort to bulls and help to re-emphasize to the world the fact that supply only goes down unlike the fiat currencies the bears flock to.
In April, Ethereum will experience a token unlock with the Shanghai hard fork and naturally you'd expect some selling to occur. How much is anyone's guess but there is a danger it could be front-run, triggering people who are receiving their unlocked ETH to panic sell further. I'll be keeping a close eye on ETH movements and if I feel there's some front-running likely to happen, I won't hesitate to go all stables or all BTC with a view to getting back in to alts when the dust settles.