TLDR:
GSR raised Bitcoin allocation while lowering Ether exposure as crypto trading activity continued slowing this week.
Bitcoin, Ether, and Solana have dropped 24.82%, 35.49%, and 40.21% respectively during 2026.
GSR’s Core3 model portfolio fell 57.78% over one year, trailing the equal-weight basket’s performance.
Bitcoin faces key resistance near $67,000 while $60,000 remains the major higher timeframe support level.
Bitcoin, Ether, and Solana have posted sharp declines in 2026 as digital asset markets continue to struggle with weaker trading activity. GSR has adjusted its Core3 model portfolio by increasing Bitcoin exposure while reducing its Ether allocation.
The move comes after another quiet week marked by lower volatility across major cryptocurrencies. Portfolio changes also arrived as Bitcoin approached a technical level that traders continue to monitor closely.
GSR Shifts Bitcoin Allocation as Crypto Market Activity Slows
GSR’s latest weekly market commentary showed notable allocation changes within its Core3 model portfolio. The portfolio tracks Bitcoin, Ether, and Solana using the firm’s quantitative investment signals.
As of August 5, Bitcoin represented 19.3% of the allocation. Ether held the largest share at 44.1%, while Solana accounted for 36.5%.
Year-to-date performance remained negative across all three assets. Bitcoin had fallen 24.82%, Ether declined 35.49%, and Solana dropped 40.21%.
According to GSR, the model portfolio lost 57.78% over the past year. That result underperformed an equal-weight basket, which declined 49.84% during the same period.
The firm said market conditions remained subdued throughout the previous week. Price movements stayed limited as trading activity eased and volatility continued to decline.
GSR responded by increasing its Bitcoin allocation while trimming exposure to Ether. The company said its proprietary alpha signals supported the adjustment despite limited short-term price differences.
The report also noted that Ether still led 30-day performance. However, the updated allocation reflected stronger forward-looking signals for other assets within the model.
Meanwhile, Solana retained a meaningful portfolio weighting. GSR linked that position to relatively stable price action and a sharp drop in the token’s volatility.
Bitcoin Price Faces Key Resistance as Bulls Target Market Structure Shift
Bitcoin also remained in focus after traders highlighted an important technical level. Market participants continue watching whether the asset can recover recent highs.
Crypto trader Daan Crypto Trades pointed to the $67,000 region as a major resistance level. He noted that both June and July peaked around that price.
According to the trader, a move above $67,000 would establish a higher daily high. That would also shift Bitcoin into a more bullish daily market structure.
He added that the $60,000 level remains the major support on the higher timeframe. Traders continue monitoring that area if Bitcoin fails to reclaim higher prices.
The technical outlook arrived alongside GSR’s portfolio update as digital asset markets traded in a quieter environment. Lower volatility and softer trading volumes have remained consistent themes across recent sessions.
Bitcoin’s increased allocation within GSR’s model portfolio reflects those changing conditions. At the same time, the firm’s latest data showed that all three Core3 assets continue trading well below their levels at the start of 2026.
