Hey CT 👋 Took a break from posting through the bear — mostly retreated to BTC/ETH and a few high-conviction low caps like $TIBBIR and $USELESS. Rn I think the bottom is in for BTC/ETH given the liquidity backdrop, though BTC still needs stronger spot demand for another leg up. I’m confident alts get their turn — just don’t have the 🔮 for when. 🤞🏻 BTC closes the week strong and ETH/BTC keeps turning. If not, more time to accumulate your fav bags. I’ve still kept an 👁️ onchain. Flows remain weak and smart money is selling into pumps, so expect chop in degen low caps — not rocket ships across the board. For now, I see that as selective accumulation territory, not full-on alt szn just yet. Either way, time to lock back into onchain. I’ll share more @nansen_ai updates when I can. IRL: starting a new gig and getting more involved in the AI economy, so posting will stay sporadic. Thanks for following as always. Stay sharp 🫡