Stream Recap: Rebalanced After 50% Drawdown, Positioning for Q4

I recorded yesterday's stream and walked through a tough year: my portfolio was down about 50% after overexposure to ETH and memecoins, which forced a hard rethink — I can't afford to be wiped out. I rebalanced aggressively, rotating into TAO (+55%), SOL (+90%) and ENA (+52%) and took profit on ETH to reduce concentration.

My current allocation is roughly ETH 33%, SOL 10%, ENA 10%. I emphasized the importance of rebalancing at the market bottom, avoiding emotional attachment to bags, and positioning for a potential bullish Q4 and an eventual altseason while staying cautious through corrections.

I answered viewers' questions on Linea, Monad, DEXes, OpenSea and analytics tools, and reiterated that trying to catch every correction is like walking a knife edge — sometimes the best move is to wait and rebalance.