Kairos Capital

Taking some profits from this huge $FXS pump.

Seeing a bit of good DeFi price action again - adding some $AAVE and $MKR, staying bullish on $CRV, $CVX, and $RUNE.

Adding more to $FTM position and taking a bet on the growing Fantom ecosystem.

What might get the price moving up even more is the planned airdrop of tokens from Andre Cronje's new project and Fantom being an undervalued Layer1 blockchian in comparison to $LUNA, $AVAX, and $SOL (based on most metrics, such as total value locked/market cap, etc).

$CVX was added to Iconomi, so I added it to the strategy.

Convex is a protocol that boosts rewards for CRV stakers and liquidity providers and in my opinion represents one of the most important building blocks of DeFi.

Cutting $DYDX from the strategy and adding $FTM, as something is brewing in the Fantom ecosystem.

Besides that we think it is undervalued compared to $LUNA, $AVAX, $SOL, $BNB.