I've made a big decision for my #Altcoins It's almost a new month, and I'm about to travel. This means, I've decided to activate my positions some more and I've made big decisions. What did I do? Let's talk about those trades in this post and the decision-making behind it. First of all, I'm about to travel towards multiple countries in the coming 6 weeks. - Token2049 in Singapore 🇸🇬 - Holiday in Indonesia (Bali & Lombok) 🇮🇩 - Zebu Live in London 🇬🇧 - Smartcon in New York 🇺🇸 Many things are on the horizon and some beautiful countries. What does that mean? Well, I've been saying it more often, but if you'd like to get some adequate updates on the portfolio, make sure to follow me on instagram: I'm going to be posting all my updates on the #Altcoin portfolio there. Now, it's time to reflect on the positions that we have, as there's a lot more information in the markets that we can use to make proper decisions with our portfolio. Some coins haven't been moving, some coins are starting to show strength. The new information: - Binance season is happening as almost all of the recent listings have been ending up with a ton of volume and upwards momentum. - $BNB has made a new all-time high. - The narrative surrounding DEX's and stablecoins is strong. What does that mean? Well, if we look at some coins, like $TIA and $RPL, they are heavily underperforming compared to some other altcoins that we have. The Large Caps Within the large caps, we're allocated towards $OP, $SEI, $TIA and $TAO. None of them have been showing strength, although some are eager to be breaking upwards of their 20-Week MA and start upwards momentum from there. That's great! Now, $TIA hasn't been performing and has been breaking towards a new cycle low. I do believe that this one is still going to do well, but it raises a question of potential opportunity costs of actually holding this one vs. having an asset that is likely going to show more strength. The Small Caps This has been a great group of coins lately and has been holding up my portfolio. We've sold $OMNI entirely and swapped that towards $PEAQ, which we sold again for $W and $REZ and those are starting to show strength. We're currently allocated towards $WOO, $W, $REZ, $PEAQ, $RPL, $AEVO. However, some of these coins have been significantly underperforming vs. the others. - $AEVO --> just waking up again and sold a portion at $0.15 to be buying $WOO - $WOO --> starts to show strength - $W --> above the 20-Week MA, big move incoming - $REZ --> about to break the 20-Week MA - $PEAQ --> doing great - $RPL --> weak one of the group, broke substantially beneath the 20-Week MA The last one is providing the same opportunity costs as with $TIA and, as you know, I'm an active trader in the markets and would like to maximize my returns. The Trades I've decided to swap some positions. I've sold $TIA for $5.208 and I've bought $EIGEN for that entire position for $1.730 per asset. I've sold $RPL for $3.337,50 and I've bought $1,750 in $W and $1,587.50 in $REZ. Why? - $EIGEN is strongly holding above the 20-Week MA and indicates that we're likely going to get a lot of strength in the coming period. - $RPL isn't showing strength, but I assume that $W and $REZ will do well in the coming period, so I'd like to add to that conviction. I'll be trading these positions actively, of course, and I'm looking forward to the coming weeks as this weekend shows the activity of the markets again. Hit like if you enjoy these updates!