Heading into this week I was anticipating a bounce. We're seeing this playout and at the same time, we're seeing some positive rotation in stocks.

I have the same exposure in the coins I've discussed in recent weeks, with some additional positions in names like MARA.

Overall, a quiet yet productive week for markets.

I've anticipated sideways price action for a month.

This continues as my intermediate outlook (months) has shifted from bullish to neutral as Bitcoin lost $56,000 and stocks appear as if they need time to improve.

My short-term outlook (weeks) moves from neutral to bullish, with Bitcoin and Ethereum at their lows and negative funding set us up for a bounce. I remain long on tokens like HNT, SOL, and BLUR holding support, but await further market shape before becoming overly bullish.