At BTC75000, all ETH and meme short positions have been closed, and long BTC positions have been opened instead, with a planned period of 1-2 weeks, aiming to close within two weeks (mainly due to sentiment bottoming out, continued liquidity risk is less likely, US stocks rebounding, uncertainty in Trump's policy reversal, and uncertainty in the monetary policy meeting).
In the medium term, I still remain bearish on crypto, as the issues of US debt, inflation, and growth cannot be resolved simultaneously, and US stocks are expected to continue to fall in the medium term.
Action: Gradually build positions in BTC on dips, and sell after a small rebound in US stocks within 2 weeks. Continue to expect a decline in the medium term.
