Reflections into Q4

Q3 was an amazing quarter for me in both execution and pnl

caught most of the big rotations and runners, while avoiding significant drawdowns by going defensive at the right times

big win
small win
small loss
big loss (you just have to avoid this)

that said, i have no crystal ball and did not forecast moves in advance, but simply adapted and reacted quick enough

another main theme for me in Q3 was the 'wait and see' approach, whereby my default stance is doing nothing until something pops up

if its not interesting enough, i pay no mind

this helped me to avoid many short-lived narratives, hence drawdowns and fomo

being at peace with missing some upsides, while knowing when enough is enough

also, as mentioned before, i have been reducing my stack consistently while trying to increase risk - pigeon has a good article on this: https://t.me/cryptomumbles/14743

my onchain portfolio will likely not see ath again, but my networth will

important distinctions

hope to remain level headed and to maintain performance going into Q4