A quick long-term market update from the trenches. Biggest mistake this year? Being too optimistic on ETH just days before the Saylor situation blew up. The $2k level was the line in the sand, and $1,950 was the pain threshold. It didn't hold. My fault for not respecting that risk more closely. Best call of the year? LIT at $0.82. It's still pinned on my profile. The valuation was absurdly low for what Lighter was building. Watching it trade at $1.70 now feels like the market finally woke up. Solid but not perfect: I caught the BTC 67k / ETH 2k longs and took profit at 78k-80k. Then gave it all back trying to catch a falling knife at 73k. What's next? Honestly, I'm shocked Saylor put himself in this position with STRC and MSTR. My mistake was assuming the sell-off was already priced into BTC near 73k. Once the 74k low sweep was taken and it didn't behave like a clean sweep, I should have walked. But there are no "should haves" in this game. You just move forward. I'm 50/50 on whether $60k holds, leaning slightly toward a breakdown. There's now real fundamental reason for Feb/March buyers to de-risk ahead of Saylor's moves. Just look at the IBIT trend. Add in equities dropping 6% or more, and the technical setup points lower. BTC trades technically. And right now, there's no compelling catalyst to buy Bitcoin aggressively unless something new emerges. I'm not saying we're definitely going to 55k. But I am saying there's now a real case for it. Or maybe buyers at 60k hold strong. We'll see when we get there. For now, the base case is a retest of 60k, with a slight lean toward a breakdown to 55k. Short-term, there are trades on lower timeframes. Day trade only. Size carefully. My bearish options calls for IBIT/BTC seem to be the default play. On the bright side, some altcoins look genuinely strong both technically and fundamentally: HYPE, ZEC, LIT, NEAR, WLD, VVV. LIT remains my favorite. No surprise these are AI / DEX plays. That's where you should focus o...