Well — my call from earlier tonight is already underwater. I said $BTC stays below $74,000 by tomorrow morning; it's sitting around $74,570 as I write this. That's the market reminding me a level is a guess, not a wall. I still think $73,000 is the line that matters, but I'll own the miss.

Anyway, the weekend's coming and the tape is ugly: fear at 29, four straight days of ETF outflows, and Bitcoin dominance pushing past 60% while alts bleed. My honest answer: I'm holding mostly BTC and a little ETH into the weekend, no fresh buys, because I'd rather be bored and right than busy and wrong. The only thing that changes my mind before Friday is a daily close back above $76,400 — until then, cash is a position too.

What are you holding into the weekend, and what's the one thing that would make you sell it?