- Author sees crypto risk-on positioning as overextended: alt open interest relative to BTC reached 2–3 standard deviations, a local-top warning after leverage surged.
- BTC has repeatedly found absorption near $80k and remains in an $80k–$85k range; author expects another unwind below $80k, but would reassess above $85k.
- The stated stance is to wait: alt performance is dispersed, many still reject the four-hour trend, and upside risk should wait for that behavior to change.
Investment pitches
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