Transparent Portfolio Update: I took losses of about $200k overnight over WLFI, ENA and PENGU. I was betting on a big repricing that failed to materialise after the most dovish Jackson Hole in years occurred and we retraced over the weekend. I am currently in DOLO as my only position and added a little to it on this pullback in the event it does reprice due to WLFI. To me this seems like a sound thesis and stands as the best narrative driven play right now. It was holding up very well until ETH finally gave in and retraced back to 2.5k 90% out of crypto was figurative, and it’s actually much less than this… honestly all I have in crypto is $250k in perps. This does not include my BTC on cold storage (that I will not touch for many years) or my stock portfolio. Rebuilding from $250k trading port is very doable and allows me to size up when necessary albeit with higher leverage. This was the trading plan all along and I stuck to it. Despite giving back some profits I’m still very proud of the way I played this last 24 months. You will never keep your peak net worth. Things I can and need to improve on: 1. Take less trades (more trades ≠ more profits) 2. Zoom out 3. Size down (especially during loss streak to avoid tilt) 4. Wait for optimal plays through patience(Gold)