Cooker's autistic thoughts (also expressed in @PastelAlpha): No positions officially closed yet so this is purely unrealized It took a lot of mental to close out longs and flip the switch entirely Thesis: I generally felt like everything was too euphoric, historically speaking Sept is the lowest volume month out of the entire year. I genuinely thought the rate cuts were pretty priced in so when I saw ETH going for ATH after ATH something felt quite off. Pair that with how Solana trenching has somewhat been bleeding out (YZY didn't help neither) I think many betas to SOL were gonna have delayed reactions. The one coin I didn't really play well was WLFI, I knew the week long pre-TGE timeframe wasn't gonna be good, there's no way they would even try to crime pre-market that long/hard. It was an obvious short that I didn't act on cause I was somewhat away for the weekend. Better late than never? Not entirely sure when to close this just yet. Oddly got quite a lot of hate DMs for expressing a counter sentiment trade which was really weird lol as if I could move the market like that. I think its important to be able to realize when people are being too greedy in a climate that conveys low volume/sizable profitable exits. At the end of the day if you're not gonna short at ATHs, where would you be shorting? Surely not monthly lows lol Regardless, I hope I don't round trip this But so far so good +$600k uPNL