2026-01-13 00:25:11

Currently running with approximately 66% long exposure across multiple positions. We've made some adjustments to the portfolio—exited $RIVN and $WRBY, while adding $CIFR as a fresh entry. On the holdings side, $NBIS, $ASTS, $APLD, and $HUT remain active core positions. $RKLB is being kept as a trailer-sized allocation, and $BKKT is maintained at pilot scale. Going forward, all updates will reference the underlying tickers directly for cleaner communication.

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OnchainDetective

· 01-13 04:06

66% of the bulls still dare to add CIFR? This guy really dares to bet... RIVN and WRBY are being cut together, yet he goes to touch CIFR. What's he thinking?

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SerLiquidated

· 01-13 00:44

66% long position... not too much, not too little, just right there. RIVN and WRBY have moved, CIFR has arrived, it looks like they're reallocating and switching sectors.

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SatoshiLeftOnRead

· 01-13 00:44

66% seems a bit conservative. Why not add more leverage and give it a try... By the way, is CIFR, this new entry, going to get trapped again? I think this market trend doesn't look too good.

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Anon32942

· 01-13 00:41

66% long position, still playing with rebalancing? CIFR, this new entry is quite something.

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CommunityLurker

· 01-13 00:37

66% long... hmm, with the current market conditions, do you still dare to be so aggressive? RIVN and WRBY were decisively sold, and I’m trying CIFR to test the waters. This move is quite bold.

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