Started going all cash on Friday, escaped pretty quickly this time (not hindsight talking). 1. I wasn’t sure if there would be a sudden strike on Iran over the weekend (at the time, the probability of a strike on Iran was 57% on Polymarket for the 18th/17th, so I didn’t dare to gamble). 2. No point in chasing another 2000 points on BTC here (I see 98k as the rebound endpoint). There’s definitely insider trading, emotional trading, and people trying to front-run. 3. I mentioned it a week ago—sector rotation. Over the weekend, it was super obvious we were at the last leg (basically, it was meme altcoins’ turn). Yesterday, even $1 could speedrun 10M. ————