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: Across the board, the team is neutral to bearish in the short term and neutral to bullish in the long term. The market now entered a full panic, and while it feels somewhat oversold in the short-term, it is hard to tell where the exact bottom is for many alts. ETH continues to get outperformed by BTC in up as well as downwards moves, offering an interesting hedge option while...