🚨 Update Portfolio 🚨 It’s been a while since my last update, and the past few days have been extremely dynamic. 1️⃣ Yesterday, I closed the final portion of my ETH short position at $2,370. Including my earlier partial exit, this resulted in an overall loss of approximately 8%. At one point, the loss had reached 50% due to an incorrect assumption that the July lows would deepen. Precise entries around $2,750–$2,650 significantly improved the outcome. 2️⃣ ethereum:native – Yesterday and today, I bought ETH with 66% of the capital allocated to ETH in my portfolio. My current average purchase price is: $2,433. The remaining 33% of capital allocated to ETH has not yet been deployed—I want to observe the market today and over the weekend to identify an optimal entry level. Once I decide on a level, I’ll let you know. 3️⃣ bitcoin:native – Last night, I purchased my first batch of BTC at $82,420, using 33% of the total capital allocated for BTC. I haven’t yet finalized levels for further accumulation. When I have clear targets in mind, I’ll gladly share them. In this cycle, BTC itself will be a very small position—I plan to gain exposure to BTC primarily through $MSTR shares. I haven’t bought any shares yet; yesterday presented a good opportunity, but I wasn’t at my computer all day and didn’t place an order. Today, on a potential pullback from yesterday’s rally—or on any decline due to potential index exclusions—I plan to buy my first batch. 4️⃣ ethereum:0x7cf9a80db3b29ee8efe3710aadb7b95270572d47 – Yesterday, my final purchase order for the NIL token filled. This completes my accumulation of NIL at an average purchase price of $0.0846. 5️⃣ ethereum:0xa0b86991c6218b36c1d19d4a2e9eb0ce3606eb48 – Currently, USDC makes up 43% of my portfolio. I expect it to drop significantly in the coming days—by at least 15%. I plan to hold 10% in USDC as a buffer for unexpected or larger-than-anticipated declines, so I can deploy it quickly when opportunities arise. If I identify any asset becoming particularly attractive, I’ll use these funds to capture a few percentage points in gains. PS. I’m watching what’s happening with Talus and am currently observing—once I make a decision, I’ll let you know. Let me know what moves you’ve made over the past few days 💰 This is simply a personal log of my actions and does not constitute investment advice.