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Rotation Captured, Risks Absorbed – Outperformance Despite Friday's Shock
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Rotation Captured, Risks Absorbed – Outperformance Despite Friday's Shock
Asset Positioning Transition May 30 Price Weekly High June 6 Price Change Verdict BTC 40% → 60% → 65% $103,000 $109,600 $104,500 +1.4% ✅ Core BTC exposure rebuilt into strength ETH 8% → 15% → 20% $2,460 $2,800 $2,525 +2.6% ✅ ETH inflows supported thesis despite volatility SOL 2% → 10% → 5% $147 $166 $144 –2.0% ✅ Tactical altcoin rotation protected from downside What We Got Right ✅ Rebuilt Exposure as Sentiment RecoveredWe added to BTC, E…
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