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Our weekly DigitalVision letter is fresh out...it's been a volatile few days, that's for sure...although perhaps unsurprising given the pace of the recent recovery.

After a sharp drop in Bitcoin dominance, alts enjoyed a much-appreciated rally, with some getting more love than others.

However, just as the parade was getting going, Bitcoin decided to make a small correction and alts completely fell apart.

But now, with Bitcoin back above $100K...is the party back on?

ALSO:

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🦖Digital Insight Dino coins surge & Raydium fees drop as capital flows to Base

🤑DVDealings  How $PENDLE and $MKR shaped our strategy this week

Click on this link to read DIGITALVISION: https://bagster.substack.com/p/digital-vision-2

So what altcoins will I be concentrating on?

As some of you have already noticed I am a big fan of $OP Optimism.

I firmly believe that $ETH is the underdog of this cycle and will perform better than most expect.

Subsequently, scaling solutions will be needed and sought after. $OP has a very good position with the Superchain being a potential killer application/protocol allowing multiple Layer 2s to seamlessly connect and interact with each other scaling the network horizontally.

Apart from that Layer 1 solutions like $SOL, $AVAX, $NEAR, $SUI, etc. also have a lot going for them and will most likely also perform very well.

Then there are the sectors that saw crazy rallies in the past but couldn't live up to the expectations but could see a revival under more lax regulation. These include DeFi (decentralized finance) and RWA (real-world assets) tokenization.

Protocols like $AAVE, $CRV, $MKR, $ONDO, ... come to mind here.

With that, we also submitted the monthly rebalance of BLX as per our parameters. 

We added Aave ($AAVE) with a weight of 0.28%, Immutable ($IMX) with a weight of 0.32%, and Injective Protocol ($INJ) with a weight of 0.27%. Filecoin ($FIL), Cronos ($CRO), Hedera Hashgraph ($HBAR), Maker ($MKR), Cosmos ($ATOM), and Arbitrum ($ARB) have fallen out of our parameters and have been removed from the structure. 

Among existing assets, $BTC and $ETH have been rebalanced to 40% and 30%, respectively. The biggest other change was reducing the weight of Solana ($SOL) by 1.24%.

Is it October or Uptober?

Whichever one it is, we're happy to be here after an amazing September, our best month since activating this Strategy! Now we're most excited about how we enter 2025 with #altseason hot on our heels

HIGHLIGHTS & KEY UPDATES:

1. We out performed the top 10 most copied strategies.

2. Anyone on @ICONOMI can now affordably copy our strategy

3. WE SLASHED OUR FEES to 1.5% p.a. copy fee and 15% performance fee, effective as of NOW!

4. Our highest performing Asset for September was $CKB with over +100% gains, followed by $COTI with over +50% gains in the month. Our top 10 performing assets all posted over +20% gains. 🚀 🚀

5. $BTC only out performed 4 of our 22 portfolio crypto assets. The only asset to be in the negative was $MKR with -8%.

6. The following top 5 performing assets all above 30% gains >>> $ROSE, $INJ, $FET, $RUNE, and $SKL

Our long-term bullish bias remains unshaken, our asset allocation remains well diversified across various sectors of the crypto market and our main objective to outperform $BTC is a reality being lived in real-time.

$ETH remains embarrassingly behind our performance on all measures.

No entry fees, No exit fees... More for your pocket! 😎🤑💰

#MzansiCrypto - Growth you can see.

Actively administered by licensed CASP @LiquidCrypto and led by crypto market veterans who've been through all the market cycles.

Monthly Structure Change 2024-9

✅ Add $CRO

❎ Removed $MKR

🔄 Rebalance Turnover 2.95%