Schillebeeckx Strategy

Markets are still consolidating. Our strategy in this environment is still to sit on our hands and do as little as possible until the markets urge us to rebalance or lock in new gains.

The longer $BTC keeps consolidating, the higher the probability of a next upleg in this bullmarket to 100k and higher.

We are confident the alts we own will vastly outperform $BTC. Let's be patient.

Since our last rebalance, all our alts outperformed $BTC except $OSMO (that only slightly underperformed $BTC.) It looks like we nailed the bottom for alts in $BTC value for this upleg!

With the halving well behind us and the $BTC approval bullrun behind us, the main catalyst is the narrative of the post-halving bullruns in previous cycles.

Big wallets are still accumulting $BTC and we didn't see a real altcoin-season yet. It looks like the best days of this bullmarket are still coming. We could go into an epic bullmove at any time from where we are now, so it is time to position yourself. Be patient and you will be rewarded.

Happy we added to our favourite alts yesterday. The reversal seems well underway. Honk Kong approved BTC-etfs and the halving is just a few days away.

Remember we were talking about our counter-intuitive preference a couple of weeks ago for the cryptomarkets to go sideways. It happened and we are glad it happened. If $BTC continued its violent upswing into the halving, it would have been a 90% chance sell-the-news event. But after this long consolidation everything looks better. We even dipped shortly into neutral on the fear and greed index during the weekend.

We could see a breakout in the coming month and alts will go crazy.

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!

The hardest and often the best thing to do for a money manager is nothing. That has been our strategy during this consolidation and we still belief this will work out fine. Nu tradingcosts, no markettiming.

15 days until halving while $BTC is going sideways and alts only bleed a little bit. The odds for a new upleg increase everyday and we continue to cherish the sideways action as it will technically make room for $BTC attacking the 100k level post halving.