TradFi Update
TradFi is holding up much better than Crypto.
Coming to Models positions, there have been a few exits and 1 new entry
NOTE: Exits in the Crypto Stocks are tactical exits. I have published long-term investment theses on stocks such as Galaxy Digital. Those are still valid. If there's a 20%-30% correction then it would be a good value zone for those interested in the long term.
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