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We are switching our thinking on L2's slightly and are removing $OP from the structure. One reason is that there are numerous L2's on the market with more coming and there is no clear answer which one will be the winner. Another reason is that even though $ARB and $OP have good fundamentals a large majority of the tokens have not been vested yet and are unlocking daily/monthly. Therefore the market caps for these coins is going up at a much faster rate than the price.

These are the reasons we are moving Optimism's share of the portfolio into $RUNE. We have had it in our structure in the past, most of the tokens are already vested and with it we are adding our exposure to the $BTC's ecosystem. It has also had a very similar retrace from ATH compared to Optimism.

As far as our other coins go - $INJ and $TIA have had the strongest bounces, while $FET has been performing the best overall.

We decided to liquidate our $RUNE positions since the lending program is sitting in unrealized loss which could adversly affect the rune price as more liquidity seeks to de-risk

4/5

What about altcoins? Everyone seems afraid of buying them but history is telling us something else. After a big flush, comes the big push to the upside. Expecting a similar setup to play out in the coming weeks🚀$INJ $RUNE $LINK $OSMO $SEI $ETH

It's been a long time since we rebalanced our portfolio. This pre-halving dip however is too attractive not to add to our favourite alts.

We bought beaten down $RUNE and $INJ and $SOL and $SEI with $BTC and $ETH.

We are confident that these coins will do very well in a post-halving upswing of the cryptomarkets.

Looking forward to the next few weeks!

3/4

Decentralized Finance sector

$UNI

$MKR

$RUNE

$LDO

$AAVE

$DYDX

$SNX

$CAKE

$OSMO

$1INCH