I'm way less concerned about whether we're a little higher or lower in the next few weeks than where all the value will flow in the next few months. I can stomach a dip to $75k on $BTC and 20%+ lower on alts. I can't stomach being sidelined for the on chain finance/tokeknization trend nearly a decade in the making. You're not going to 10x your portfolio selling $BTC at $81k and buying $75k or buying $81k and selling $85k. Nobody has extreme macro edge here; we live in unpredictable, volatile, crazy times. If the vocal bears end up right, they'll have been sidelined since summer anyway and if the overlevered bulls are right, they'll still blow up eventually. My only actionable advice is to shrink your bet sizing a little to take the volatility into account, eliminate the bloat and levered beta from your portfolio where you have no edge, and heavily concentrate into high conviction, idiosyncratic bets with near term catalysts. For me that looks like sizing down $BTC and even $HYPE exposure in favour of kinetiq:native for the upcoming Elysium launch, $AERO for the upcoming Aero multi-chain expansion, and $DRV for on chain options TAM expansion. Maybe for you it's $PRL and $NEAR. Very unpopular take, but $ZEC and $HYPE currently trade more like majors and levered beta than "idiosyncratic bets with near term catalysts that you have edge on". Doesn't make them bad long term investments at all, just don't feel the need to be overweight them at this time when they lack asymmetry. My example here would be if we're risk off, $HYPE could be $60 by EOY, and $100 if we're risk on. Pretty symmetric. kinetiq:native could be $0.15 if we're risk off, but it could be 5-10x higher if Elysium goes well. We want alts that behave like OTM calls, not 1.5x levered perps. TLDR: Figure out where the next $1trn of value will flow on chain, place your bets (sized to survive), and let the macro LARPs chop each other up. The correctness of your allocations will more heavily dictate your 2027 performance than your current exposure level.