Recently adjusted some of the position structure, gradually converting Ethereum holdings into LTC. The core idea is to capitalize on the monthly-level opportunity of this rebound rally. The entire allocation framework revolves around several key directions: first, LTC's exchange rate rebound potential; second, BCH's U-based position and trend movement; third, the possible revaluation space of secondary public chains.

Honestly, the recent short-term performance of ETH and platform tokens is not very optimistic, and I actually find some coins' risk-reward ratios more attractive. The ultimate goal of this rebalancing is quite clear — to accumulate more BTC and ZEC.

Of course, this type of strategy inevitably involves accepting drawdowns and unrealized losses, but the key is not to miss the rhythm of this counterattack. Market opportunities are fleeting; rather than obsessing over short-term fluctuations, it's better to stick to the established allocation strategy. For traders optimistic about specific cyclical rebounds, this kind of steadfastness often makes more sense than frequent adjustments.