First rebalance in over 2 weeks, as we were sideways. Dropped $USDT as I think we may be turning around here on the daily charts. Will monitor closely for a continued bear.
As expressed before, I don't flip back and forth between bull and bear market outlooks multiple times a day, like some managers on this platform. Most active rebalancing strategies underperform in the long run, as you keep endlessly flipping back and forth in consolidation/slow bleed phases. My strategy is positioning for the longer term swings, mostly in alts that have an asymmetric risk/reward profile, without blindly 'hodling' for the sake of it.