Not-so-daily Vol 2025-07-07 Staying long bias, but staying hedged for now. BTC Think BTC is still in summer mode, just paying my funding while keeping longs. Adding on larger dips for potential run up in Q3Q4 CB and Koreans all on holidays, so no need to rush things. ETH I like how ETHBTC is just creeping up over the past few weeks following Tom Lee's new DAT. Looking quite healthy. Positioning-wise same with BTC; Long and adding on dips SOL Not seeing much demand here despite the PUMP token launch in July. Price looks janky and books feel thin. Regaring PUMP, consensus seems to be to fade it, so probably a decent long if you can catch it early enough. Also some PvP going on as Bonk narrative seems to be taking Fartcoin attention. Seems like the pre-game party before the main event. MACRO In the words of Lyn Alden, there is no stopping this debt train. Pricing in of BBB and rate cuts might hit trad markets first and crypto may end up playing catch up, so staying long bias but no rush and keeping short hedges. POSITIONING: L/S 2.5:1 - Big Long : BTC ETH - Small Long : HYPE - Shorts : ENA SEI SUI BERA APT TRUMP WIF etc 🕹️Currently trading mostly on @Lighter_xyz Closed beta. Zero-fees. Points. ZK-tech. 70% apy LP-Vaults. Backed by big names. DM for access as I'm running short on codes. Only serious players apply.