Web3Quant
@seattand
depends on starts. everyone CT presumes everyone else has a singular strat, view or position. it almost never is that way. everyone has a core and trade portfolio. LTF derisking n lowering lev made sense but if someones expecting they will fully get into cash on top and magically get into full positions on favourable outcome n also get good prices is being naive or is new. good prices & good news never come together.
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