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Our Altcoin Model Portfolio is up +50.4% this year, and it's time for another rebalancing. We're removing three altcoins and adding three new ones. Plenty more candidates could be added, but we're keeping this a gradual, deliberately conservative process. Two recent news developments could also impact the crypto market, tied to the two major themes currently driving price discovery, which we explain below.
We've also attached our altcoin chart book, featuring 50+ charts and the setups behind them.
Bitcoin dominance (LHS) vs. Crypto Market Cap (RHS, $trn)
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