Rotation Captured, Risks Absorbed – Outperformance Despite Friday's Shock

We rebuilt BTC and ETH exposure as flows and sentiment improved early in the week, capturing upside ahead of the rally. While our altcoin overweight was hit by Friday’s selloff, timely trims in SOL and a strong BTC core helped us limit downside and outperform our benchmark. source: https://www.blockhead.co/2025/06/14/rotation-captured-risks-absorbed-outperformance-despite-friday-shock/