Latest survey results are in!
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Crypto survey summary
Not a lot of change at the top. Ethereum still preferred to Bitcoin, Cardano made it to Top 3 again in terms of overweight votes, but it also has a large number of opponents.
Looking at ranking by %overweight minus %underweight. RUNE made the biggest move last week, while UNI and BNB were the biggest losers. New entrants in the Real Vision crypto portfolio are Solana, Atom and Litecoin.
The resulting portfolio is quite diversified this week. Note that for this naive approach I'm taking %overweight minus %underweight for each token and standardize the weights so that the portfolio is fully allocated. If you want to track the portfolio yourself, you can think about not trading the very small positions (at least that's what I personally would do) and focus on the bigger ones.
The Bot is very ETH heavy this week. He completely sold his Doge, VET and Rune holdings. Also, his heavy SOL overweight is now down to just 2.15%
Exchange portfolio performance was quite exceptional. +12.01% last week, mostly driven by outperformance of ETH but also ADA and LINK delivered good results. The Bot with his steady hand gained 1.11%.
Macro survey results
1. Market View and Sentiment
Nearly unchanged sentiment. Equity sentiment has worsened across... (More)