Closing the over allocated levered parts of goog amzn mostly for a wash, ewy short hedge ended up being the entire play unexpectedly 50% spot trad 0% spot crypto brk leaps (brk ath yay) Waiting for inspiration for next play for lev in both markets Tradfi is in weird spot of previously hottest sectors having such fundamentally shattered charts and narratives in the short to mid term that the market is not going to be able to definably trend or take signal from there, seems like need chop and sort stuff out plus earnings hence my mags and more defensive spot plays Post ewy short no need to rush there Crypto still biggest level is Y/O but some alts look more constructive, watching for perp plays, have couple things in mind but no trigger yet