Schillebeeckx Strategy

It looks like $AAVE $LINK and $XRP are warming up for another leg higher.

We are are holding strong for now.

Very happy to see $AAVE outperform so strong after we added it to our Strategy.

Our $LINK is killing it as well.

Very bullish reversal after the downturn of the past few days.

$ETH is warming up for a breakout into a new ATH. January-march is eth-season.

Very healthy pullback!

This is the perfect moment to re-evaluate the Strategy.

We are doing fine but we didn't capture the most alpha compared to $BTC on a risk-reward basis. So we strive to improve.

That's why we rebalance and allocate more to $XRP, $BONK and newcomer $AAVE. Those projects performed really well on a relative basis.

We lowered our allocation to former bullmarket stars $INJ and $RUNE but we keep big allocations to them as well as we still believe in their possible outperformance in a continuation of the alt-bullrun.

We lowered $LINK slightly as it outperformed other holdings recently and looks less 'cheap' after this correction than for example $XRP that corrected deeper and longer.

We were watching $BONK for a long time and waited for an opportunity to buy it. That time has come. It's by no means a 'value' trade, but a momentum one.

$BONK seems ready to break out again and it has shown relative strength in this bullmarket.

We are not the biggest fan of memecoins, but we do like the fast gains they can provide.

We expect $BONK to outperform $BTC, $ETH and many alts, but when it has its run we will sell without hesitation and realllocate the funds to our core holdings.

We continue our steady rise. Pullbacks are inevitable but no reason to assume this bullmarket is over. $BTC dominance has to drop way more before the altseason ends.

Very promising to see $ETH above 4k.

Happy we lowered our allocation to $XRP at what seems clearly an intermediate top. We will add to $XRP again when other alts keep outperforming while it consolidates.