Short Positions on Major Altcoins** – He opened small short positions on **ETH, SOL, and XRP** when Bitcoin hit **$83,500**, suggesting he expects a potential pullback or consolidation.
2. **Skepticism on Sustained Momentum** – He doubts the market can continue rising without either:
- **Fed Intervention** (such as rate cuts or liquidity injections)
- **Easing of U.S.-China Tariffs** (which could improve global risk sentiment)
3. **Market Context** – Bitcoin’s recent surge has lifted altcoins, but concerns remain about whether this is driven by organic demand or speculative trading.
