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.

🟢 The team remains constructive and slightly bullish heading into November. Portfolios are balanced but risk-aware, with conviction still strongest in BTC and selectively the majors, alongside a tactical focus on farming and yield strategies. Overall, sentiment leans bullish on BTC and selective alts that have held relative strength into the recent rally such as HYPE, while acknowledging one analyst has materially de-risked and is...