Rebalanced from 85% Cash, 5% traditional commodities, 5% bitcoin and crypto*, to 75% cash, 5% traditional commodities, 15% bitcoin and crypto.
Only the best quality, Bitcoin (BSV), Ethereum (ETH), Cardano (ADA), Solana (SOL), Polygon (Matic), and Crypto.com (CRO).
Further downside is totally possible, maybe 50/50 odds, obviously I have substantial cash reserves and can buy on lower prices, and will, but 90% cash and commodities is a bit extreme for me, even in my trading account.
* Not including equities, bonds and cash held in accounts managed by others (about another 25% in those).