Quite happy that we have some of the top-performing assets right now ($ATOM, $FTM, $ONE, $ROSE, $CRV) in our strategy. Will try to slowly build up a stronger position on these, as I think they nicely complement our core apex asset ($LUNA).
So I am quite happy with the performance so far in 2022, and with our low fees, I am confident that the investors are not unhappy, too. Do not forget to take profits on the way up.
Meanwhile, I am thinking of reducing the $BTC position. While many argue that it is altseason, there are clear cases of increased mass-market adoption of BTC.
Italian "Banca Generali" Banca will reportedly enable its over 300,000 customers to buy and sell BTC early this year in a native integration with Conio. TradFi will increase its crypto activities for retail banking customers significantly in 2022. So maybe too early to get rid of BTC?
https://bitcoinmagazine.com/business/87-billion-italian-bank-to-add-bitcoin-trading