Divine Investing

We've been on the more bearish side for a while now and with good reason. Looking at other strategies we're doing pretty well, we're in the top 25% on weekly, monthly and 3 month time frames, because we're playing it less risky.

The latest rebalance reflects this even further. The stock market is looking shaky, inflation is hitting crazy levels and we have uncertainty with the Ukraine situation. Cryptocurrencies are still risk-on assets and we expect people to leave more risky assets and put their money into safer ones if a true financial crisis hits us.

For the reasons above we're reducing our $BTC and $ETH positions further, increasing $USDT position and adding $PAXG.

We see the $BTC pump more like a relief rally than anything else. BTC and $ETH have been performing the best since the last rebalance and we believe the trend will continue, if it won't we would still rather be on the safer side. Removing 25% of the portfolio to $USDT, if we go higher we will increase this position further.

Removing $DOT, $ONE & $FTM, they have been underperforming for quite a while now.

With $BTC wicking down to $51,500 we're moving the last 15% of $USDT back in. In our opinion this was a stop loss hunt for late longers.

Putting half of $USDT (15%) back in after this $BTC dip. We made some gains with $LUNA, $MATIC and $ATOM while Bitcoin was dropping. Will add the rest of Tether in slowly.