Alts are looking strong here, but we decided to restructure the Schillebeeckx Strategy a little.
It is our first active move in a long time, because we trade not too much.
We dropped some underperformers like $TIA $OSMO and $LDO . We still believe in them, but it seems likely that bigger coins will move first.
We decided to focus more on undervalued $RUNE and $INJ and to increase our $SOL and $SEI allocation as they seem ready to break out.
We will reasses later if we recycle profits into smaller coins.
We lowered our $BTC allocation a little bit as well. It is very strong but it is close to 100k usd. It might need some rest and if it does not rest, short term upside potential is limited in comparison to our favourite alts.