Ansem's called for a top 🤯 A CFW Update •ᴗ• Haven’t done one of these in a while. Last similar update (that I remember): We’ve come a long way since May 30 and it’s been a profitable run. (If you followed it and printed, let me know.) There are plenty of quants on the timeline, not trying to be one... but here’s my positioning for the next quarter and possibly Q1 2026. → Macro This environment is trickier than it should be for a late-cycle phase. Inflation risks, the nature of rate cuts, and temporary uncertainty have made navigation weird for me as well. Hope I'm not the only one. Two boats: classic 4-year cycle vs extended cycles. I won’t pretend to predict the future. But... What we can do is play the charts. Not sure if BTC’s bottom is in, but I’m fairly confident it’s close. Maybe we sweep 107s, maybe not. Probably lower? (I think not) Either way, BTC isn’t the most interesting chart right now. I’m seeing strong alts sitting in HTF demand zones and holding despite rough sentiment. Fear and Greed is at 28. Feels overextended. I shared the $OTHERS chart a few weeks ago expecting a pullback. It’s here. → Positioning Aster was a good win. I’ve rotated those gains into a few coins I like for upside. My biggest spot bag remains $HYPE, $ETH after. The $ASTER vs HYPE narrative is short-lived for me. I’m happy people are printing and bullposting it constantly. I’m not banking on any single platform's downfall. HYPE has proven its product and model. Still feels undervalued for what the ecosystem delivers. Repricing looks likely. (The market is big enough to house competing ecosystems in the same niche.) Aster should see higher prices too. I’m trading it currently with near-term targets of $3, and will buy back spot on notable dips. (if given) I’ve also added small exposure for a mix of reasons including healthy charts: • AERO • CRV • BONK • PENGU • FART • LAUNCHCOIN I really want to add XRP, DOGE too. I've taken some perpetual trades that I will rotate into these if I close them profitably. → Sizing HYPE is the biggest. The rest are small tilts, roughly 5–10% each. Risk is defined. There are probably more good tokens out there. Drop your Q4 plays and the tokens you're bullish on. Hoping to ride these into Q4 and, depending on market structure, maybe Q1 2026. Oh and @blknoiz06 called the top? What about it. His account, his words, he's allowed to share his thoughts. Stop getting emotional over words, silly. If it's truly over... then it's over for us all, isn't it. Until then, Respect the pump. •ᴗ•