GM, I’ve started reallocating capital back into crypto after seeing BTC drop 36% from its ATH. My plan is to hold these positions until the end of Q2 2026. These are the 3 priorities in my strategy: 1/ Stay closely aligned with the US “OBBBA” cycle • The combination of fiscal support and AI Capex in the US will drive the 2026 market. • JPMorgan Chase expects OBBBA to lift real GDP growth to around 1% in Q4 2025 and accelerate to above 3% in the first half of 2026. • H1/2026: Global assets benefit strongly. • H2/2026: slowdown risk → tactical trading is necessary, not passive buy and hold. 2/ Prioritize AI projects, ETH, and the core backbones of the market • Avoid the risks of new, unproven projects. • Focus on projects that can survive multiple market cycles and build products aligned with long-term trends. → My picks: $ETH $LTC $TAO $SEI 3/ Maintain a strong risk hedging layer • In a world driven by narratives, data can shift the market very quickly. • I will continue holding gold and increase my allocation to Bitcoin. → This approach keeps both the upside potential and the necessary protection when volatility rises. Volatility is inevitable, but direction is a choice. I’m betting on narratives that can survive beyond the noise.