Recap of last week
After being long for most of July, we exited all of our longs and hedged up before the worst week of the markets since April.
Being on the sidelines while the market sells off will always be a major win in my books.
We also got long BTC for a nice almost 7% rally in a couple days.
And then another winner late last week as we bought the extreme fear in CRWD for another 7% or so.
Next move for markets
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