@LongTermFund performed a restructuring earlier today. There are major changes such as removing $AVAX as a risk management step due to its exposure to the Terra ecosystem, as well as removal of $ENJ, $FTM, and $SAND for the time being. $CRV, $AAVE, and $XMR have been added, as well as ramping up our $ETH position. 

While we are navigating rocky waters due to the collapse of $LUNA / $UST, as well as larger macro economic pressures, @LongTermFund remains bullish on $ETH and its ecosystem in the long run.

Changing to Active Structure - Hedge Function 2 & 3 is now activated

This structure change will be automatically executed on the client's Bitcoin Crypto Assets DAA accounts.

CHANGE

Removing: $LUNA $DOT $MATIC $AVAX $ATOM $EOS $MANA $SAND $FTT $XLM $FET $ALGO $FTM $QNT

Adding: $CRO $KAVA

Active: $BTC $ETH $ADA $LINK $RUNE $AAVE $BNB $SOL $CAKE $WNXM $FXS $MINA $NEAR

Changing to Active Structure - Hedge Function 2 & 3 is now activated

This structure change will be automatically executed on the client's Bitcoin Crypto Assets DAA accounts.

CHANGE

Removing:  $CRO

Adding: $AVAX $BNB $ATOM $EOS $LUNA $UNI $DOT

Active: $BTC $ETH $ADA $LINK $RUNE $AAVE $MATIC $SOL $CAKE $CRO $MANA $SAND $FTT $XLM $WNXM $EGLD $FET $FXS $MINA $NEAR $QNT

The gaming coins are showing signs of life. Watching $MANA , $SAND and $GALA closely. Maybe they can profit from the $AXS drama.

(More on that: https://www.coindesk.com/tech/2022/03/29/axie-infinitys-ronin-network-suffers-625m-exploit/)

Defi looks promising too. $AAVE has a healthy correction today after a strong run up yesterday from an oversold bottom. As I hoped (and allocated for) $UNI is showing signs of heartbeat today.

Could gaming and defi offer $RUNE-like gains in de next few weeks while $BTC grinds towards 52k? 

Changing to Active Structure - Hedge Function 2 & 3 is now activated

This structure change will be automatically executed on the client's Bitcoin Crypto Assets DAA accounts.

CHANGE

Removing: $LUNA $AVAX

Active: $BTC $ETH $ADA $LINK $RUNE $AAVE $MATIC $SOL $CAKE $CRO $MANA $SAND $FTT $XLM $WNXM $EGLD $FET $ALGO $FTM $FXS $MINA $NEAR $QNT

Great to see $BTC grinding higher. It's climbing the wall of worries.

$ADA is killing it, but I think a possible retest of the 1usd level may be the perfect buying opportunity as it could confirm a trend reversal.

$LUNA is still hesitant to break out violently above 100usd, but eventually it will. It's been an incredible ride to the $LUNA moon, but as its market cap grows, its price will grow less explosive than it used to. Nevertheless still a lot of upside in this project.

Our gaming plays are still shocked by the Ukranian War. People are watching the news instead of playing videogames. I expect $SAND , $GALA and $MANA to do very well once Putin swallows some Novitsjok suicide pills.

Changing to Active Structure - Hedge Function 2 & 3 is now activated

This structure change will be automatically executed on the client's Bitcoin Crypto Assets DAA accounts.

CHANGE

Removing: $USDC

Active:  $BTC $ETH $LUNA $RUNE $AAVE $AVAX $SAND $XLM $EGLD $FTM $NEAR

No reason to panic. $BTC is retesting previous breakoutlevels. It seems to be ready for the next leg up.

No reason to rebalance either. We are positioned in the alts with the best relative strength. Long $LUNA $AVAX , $FTT , $ETH , $BNB , $ATOM , $MANA , $GALA

I'm bullish on a few other alts we don't own as well: $FTM , $CRV , $SAND and $NEAR .

Speculators might take a bet on $KP3R

I doesn't feel right to share rocket-emoticons right now.

It's time to rebalance, $ENJ is your moment and also loading $SAND since both have a good pair with BTC

I lowered our $CRV and $SAND holdings a little because they are losing relative strength.

I added the proceeds to the positions with the biggest relative strength: $AVAX , $LUNA , $ATOM, $MANA and $GALA .

$ETH and $BNB are more consolidators.