This report reflects the discussions and views shared during our RA meeting. These are personal opinions of the team members and should not be interpreted as financial or trading advice. Readers should conduct their own research and consult with financial advisors before making any investment decisions.

Executive Summary

🔵 Overall Stance: The team shows divergent views, with a clear split between cautious and opportunistic positioning following recent market developments. The collective stance remains "slightly bullish," with most analysts spot long majors like BTC and ETH, while maintaining substantial stable allocations and selectively farming yields. Some, like Nicolai and Aurelie, are leaning into emerging narratives and...