Schillebeeckx Strategy is a large cap focused strategy. We aim at long-term growth, low risk and stability. LOW management fee, NO performance fee!
Great day for the cryptomarkets so far. Happy to see all our alts (except $OSMO) outperform $BTC since our last rebalance.
ETF-inflows, the halving, new moneyprinting will all serve the bull thesis for $BTC. After this long and healthy consolidation, $BTC is forming a big bull flag. A breakout could propell $BTC towards 100k in a matter of weeks.
The rebound in $BTC is very promising so far. 64k is the resistance zone we are fighting now. A break above the 64k level would confirm the new uptrend. We stay convinced this bullmarket is far from over and are happy with our positioning.
Markets are still consolidating. Our strategy in this environment is still to sit on our hands and do as little as possible until the markets urge us to rebalance or lock in new gains.
The longer $BTC keeps consolidating, the higher the probability of a next upleg in this bullmarket to 100k and higher.
We are confident the alts we own will vastly outperform $BTC. Let's be patient.
Since our last rebalance, all our alts outperformed $BTC except $OSMO (that only slightly underperformed $BTC.) It looks like we nailed the bottom for alts in $BTC value for this upleg!
With the halving well behind us and the $BTC approval bullrun behind us, the main catalyst is the narrative of the post-halving bullruns in previous cycles.
Big wallets are still accumulting $BTC and we didn't see a real altcoin-season yet. It looks like the best days of this bullmarket are still coming. We could go into an epic bullmove at any time from where we are now, so it is time to position yourself. Be patient and you will be rewarded.
