Oh well, bear market clearly not over. I suspect more choppiness and traps and will stay in stables until more clarity.
Defi, Blockchains (L2:s) and gaming
$BTC consolidating and ALTS gaining strength is a new shift. Previously when BTC lost steam ALTS went down hard. I'm not saying it but we could have entered some kind of alt season. I've changed accordingly and added $MANA $SAND (for GameFi exposure) $DYDX $CVX (for DeFi exposure) and $AVAX (been a laggard up til now but should catch up).
Ready to shift back to either full $BTC (or worst case stables) if my bet turns out to be wrong.
Also welcome to all new copiers! 😘
Fund back in alts, feels like sentiment slowly changing into bullish mode. $UMA has been a laggard but I think it will move soon. Lots of upcoming news. $FET for exposure to the AI narrative (has only started imo).
Prepared to go into stables if sudden macro changes. 👍