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Bitcoin dominance is holding firm, trading volumes have cooled below $100 billion, and stablecoin inflows suggest rotation rather than fresh capital. That combination is enough to make us rethink beta exposure, even with our model portfolio up 33% since April. We're taking profits on some of our best-performing names and rotating into a handful of fresh ideas tied to emerging themes. Full details on the four coins we're cutting, the four we're adding, and why, below.
Inflows have turned positive, but is this enough to lift altcoins further?
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