So this week was brutal on paper — Clarity Act dead in the Senate, FOMC hiked rates. Every headline screaming doom.
And the alts? They just kept running. Portfolio didn't even blink. Now sitting at $115k, pushing toward $125k. We're crawling back to break-even, and honestly, in a week like this? That's the signal.
But here's the thing — the most important move wasn't a buy. I trimmed $NEAR, my biggest bag, to hedge. And yeah, I added something new.
Look, the Clarity Act failing the cloture vote? Not bearish. The Genius Act died first too, then passed 11 days later. This is just how the sausage gets made.
Rates going up? That's not the red flag everyone thinks it is. Cuts would mean the economy's broken. The market's reading this right — it's not panicking, it's pricing in strength.
Liquidity's the real game here. If you're not thinking about it the way Michael Howell frames it, you're missing the forest for the trees.
$BTC took its pre-FOMC correction, bottomed out, and now $ZEC's hitting new all-time highs. That's pointing straight at $NEAR next. So I'm taking profits into strength, not chasing.
New position's open. Strategy from here? Harsh corrections are coming. Leverage will absolutely murder you in them. Stay sharp, stay liquid, and don't get cute.
And the alts? They just kept running. Portfolio didn't even blink. Now sitting at $115k, pushing toward $125k. We're crawling back to break-even, and honestly, in a week like this? That's the signal.
But here's the thing — the most important move wasn't a buy. I trimmed $NEAR, my biggest bag, to hedge. And yeah, I added something new.
Look, the Clarity Act failing the cloture vote? Not bearish. The Genius Act died first too, then passed 11 days later. This is just how the sausage gets made.
Rates going up? That's not the red flag everyone thinks it is. Cuts would mean the economy's broken. The market's reading this right — it's not panicking, it's pricing in strength.
Liquidity's the real game here. If you're not thinking about it the way Michael Howell frames it, you're missing the forest for the trees.
$BTC took its pre-FOMC correction, bottomed out, and now $ZEC's hitting new all-time highs. That's pointing straight at $NEAR next. So I'm taking profits into strength, not chasing.
New position's open. Strategy from here? Harsh corrections are coming. Leverage will absolutely murder you in them. Stay sharp, stay liquid, and don't get cute.