Weekend liquidity's basically dead right now. Everyone's watching this massive IPO suck up all the capital in the room.

But here's the thing — this is temporary. Money doesn't just disappear, it moves. Once that IPO settles, liquidity flows back. It always does.

So no, I'm not touching my alts. The fundamentals haven't shifted. Just because the market's distracted for a few days doesn't mean the thesis is broken.

This is one of those moments where you either trust your homework or you panic into someone else's narrative. I'm sticking with what I know.