General idea is that we've seen the lows and the trade war saw it's most extreme emotion last week

Bonds would need to blow up to take out prior lows and that would likely mean FED intervention / QE (they said it!)

Hot coins from last week that held 2024 lows are great targets

Major basket: BTC, HYPE, SOL

Cash position 30%

Random but I'm obsessed with DeFi lately as a big winner of Trump 2.0 that hasn't really shown in charts yet