As macro and conditions improve, my stance has to change as well as my attitude towards the next few months. Think ATH is more likely than not, to be fair, majority of my BTC / SOL / HYPE have been shaved. A couple of points: SPX / NQ above 200/100 days MA VIX at liberation day levels Credit spread retesting 200days -> below/at liberation day level 10Y trading below 200 days MA The question here now for me is: Is this going to be a bull or bear rally? Have conditions changed? – Unwinding of US treasury across Taiwan / Japan Dollar Index impact as foreign bidders are returning back home (SGD/EURO) – Is there truly no 2nd best market? never get too H*rny and loss your marbles. When protections get cheap, it is when/where you should start considering buying a little. Factors...