Some general market thoughts.... Still think bottom is in on crypto - feels like everyone is waiting for sub-30 HYPE and sub 60k BTC. Think they'll be sidelined forever. That being said, I'm also not convinced geopolitical instability is through. Sizing into some weekend longs on WTI/BRENT and slight hedge-shorts on BTC and ETH. Will cut oil longs sub-$80 if we get there. Ultimately crypto wants higher, but a couple weird weekend headlines seem possible to me...short retest back to 70k and then jets on. Everything mostly resolved in the next two weeks and off to the races for Q2. Also got (small) long positioning on a couple decent AI betas (NEAR/VVV) and recently very carefully watching MON and AERO. good luck have fun everyone

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