US EditionA Rally We Mostly Caught – But Did We Get Defensive Too Early?
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A Rally We Mostly Caught – But Did We Get Defensive Too Early?
Asset Positioning 18 Apr Price 25 Apr Price Weekly Change Verdict BTC Overweight → Defensive $84,600 $93,300 +10.3% ✅ Caught most of the move, but exited early ETH Neutral → Underweight (Wed 24th) $1,580 $1,765 +11.7% ✅ Took profit near top SOL Neutral $134 $151.5 +13.1% ✅ Right to stay neutral – strong but volatile What We Got Right ✅➕ Overweight Bitcoin earlyWe nailed the core trend. BTC rallied from $84.6K to over $93K,…
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