Live Frax Share-pris i EUR

Change in structure. Decided to remove FRAX Finance $FXS and replace it with Stacks $STX.

FRAX has underperformed the past months and sentiment around the project seems low. STX was recently added to ICONOMI, I like the idea to use and build apps that leverage #Bitcoin as a secure base layer.

The uptrend continues! Great to see.

We rebalance to take $FXS and $RNDR profits they outperformed other holdings.

Adding back mostly to $ATOM No changes in structure.

Rebalance to take some profit on $FXS, our newest holding. It has over 41% gains since last rebalance. Lowering it back to 5%. Buying our other holdings with the 1.31%.

Small steps...

Adding a new holding to our strategy. FRAX $FXS It is the Liquid Staking Derivative with the highest APY and recently had it's halfing. A nice DeFi focused project.

Added 5% lowered $ATOM $NEAR and $ETH some.

$SNX enables swaps of any size almost without any slippage, as well as creation of tokens that can track the value of any asset (stocks, ETFs, indexes, commodities, cryptocurrencies, etc). $SNX has generated $11M of revenue in the last 30 days and remains our current largest allocation. @LongTerm remains bullish in $SNX for the foreseeable future.

Our other main plays are $FXS and $CVX and goes without saying that we are maintaining $ETH position.