Had a blast digging in with the team on our latest August Market Matters episode. In this clip we break down where I’m seeing relative strength in alts, with treasury-backed names like $ETH, $XRP and $BNB leading the pack. We also get into $SOL post-ETF weakness and most importantly how I’m thinking about timing the rotation and when to derisk. Full convo with the crew @3xliquidated / @0xLTR / @Kevin_Kelly_II over at @Delphi_Digital