Looking at the macro environment, it's hard for risk assets to have a sustained trend of good performance this year. However, I'm not reducing my positions—still keeping half in spot and half in USDT. If there's a black swan event, I'll add positions in batches, like if BTC briefly drops by over $10K or falls below $50K. Not guessing price movements, just managing positions and patiently waiting for the market to show direction.