sold a bunch of positions across the board today to de-risk, think macro might be ugly in september and we'll get a good dip in crypto (to buy into)
also as I've mentioned a few times, things got really crazy onchain, not sustainable imo and a lot of it is built on tokens wiht low liquidity so once the music stops everyone will rush for the exits
wasn't that active in this onchain season so wasn't that much to sell, but got warmed up esp in the last week or so and will be active and hunting for opportunities moving fwd
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