Genuinely haven't been this confused about crypto markets in a long time. No pulse on the market.
Thought we'd be chugging along with stocks given markets are okay and general economy is fine but 10/10 really seems to have thrown a wrench in mkt structure.
I don't trade perps and have no views on intra weekly or daily trades. Onchain seems cooked. Hard to take a view on certain assets given they are a derivative of others (e.g. I want to like Pump but onchain sucks). Could make the case for up or down or sideways and i'd buy it.
Feel fine just sitting in BTC + Hype + Cash and letting the market show its hand / waiting for a meta to emerge.
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