Cautious Rebalance After Drawdown — Waiting for Q4 Alt Momentum

I recorded yesterday's stream and walked through why my portfolio was down ~50% and how I reacted: I realized I can't afford to be wiped out, so I rebalanced and took profits, moving into TAO, SOL and ENA, which are up 55–90%.

I emphasize discipline over attachment to bags: rebalance at the bottom, don't chase corrections, and be pragmatic about position sizing. I still expect a potential bullish Q4 and an alt season setup, but I’m cautious and prefer to wait for clearer confirmations rather than gamble on perfect market timing.