Rebalancing to 50% stable coins split between USDT and USDC.
We invest in use case coins only, ex. top 20 market cap, max 20 coins, and may hold up to 50% cash as the cycle suggests. High beta, trading in/out of cash.
SVB situation appears to have inspired bailouts to be considered by the Fed. Removing remaining USDT exposure from account (about 13%) and placing in crypto.