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 slightly bullish into October, though positioning has been approached with more caution amid expectations of some shakeouts post ATH. Allocations have increased selectively. Portfolios are thus balanced but risk-aware, with conviction intact towards BTC and to a lesser extent, the majors, and a tactical focus on farming and yield strategies. Overall, sentiment leans slightly bullish into year end, but tempered by...