We don't rebalance often but we think the sideways chopping will soon end for $BTC and that might end the downspiral in the altcoinmarkets as well.
Memecoins always perform well in bullmarkets and they are great diversifiers. They move fast and they move when others don't move. We have no intention to keep $PEPE as a long term holding. But it is a contrarian play.
At the same time we lowered our $SOL position as it looks weaker than in the previous bullmarket. We increased our allocation to $XRP as it seems to become the king of this bullmarket. $AAVE and $ONDO are our favourite defi-plays.
We still believe in $INJ and $LINK proved to be a great diversifier for a long long time.