Looking back at Q2 I would say this was one of the most mixed-signalled market there was and definitely tough to trade starting off with the ATH break

Just hopping off a parabola driven by spot etf flows, leverage pushing in a reflexive motion just after BOME + SLERF Top call:
Signs of weakness
- Trend reversal signs: technical divergence forming on the 1W chart my base case was that BTC could be topped
- Funding rates and OI flushes and pickup didnt resolve in higher prices
- Sentiment euphoric with 0 consideration that we mightve topped

Bags set for the rest of the quarter focused on 3 main verticals, positioning might change next month into eth etf date

- BTC eco: thesis is as simple as "etf flows bro"
- Layerzero: probability rises as we go further down H1
- AI conferences + headlines to prop attention BTC eco:

Many L2s coming up and clear interest with what we see with merlin

bets are on
- $STX for nakamoto
buying before the network upgrade always gives a good margin for success

Overview of a long framework

Sharing some things i look at when playing the long side of things referencing the most recent play on ONDO 1) Asset selection

Taking into account the nature of a particular asset, the underlying verticals it captures and the dominance it has within the verticals. This can set ourselves up to be able to catch multiple attention tailwinds or capture the proxy strength

To play the short side of things.

P.S.: Before y'all come at me with the Haram bear insults, do note that this is also applicable to TPing and used inversely for longing potential bottoms as well, so it's not completely useless even in the bull Fundamentally bearish on something? Clicked red and instantly down bad the next day (for example, recent DOT unlock short).

Shorting is haram in nature due to the convexity in risk as price goes up, and it's important to create a framework to minimize loss potential.