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 Q4, though positioning has been taken with more caution as some expect another potential drop. Allocations have been adjusted selectively. Portfolios are thus balanced but risk-aware, with conviction still strong towards BTC and to a lesser extent the majors, alongside a tactical focus on farming and yield strategies. Overall, sentiment leans **bullish through...