Portfolio allocation updateJan 2022 was an ugly month for crypto, with BTC and ETH down 20% and 29% respectively. While many saw the danger ahead in 2022, most were caught off guard by the speed and magnitude of the drawdown, with little to no retrace. In Seeking Alpha Issue 9, I described my plans to overhaul my entire crypto portfolio, selling out of BTC and ETH entirely to rotate into higher risk-reward plays. A day later, I followed with Issue 10, telling you that I exited 75% of my bags ...