Just increased the position of BTC by 60U at $86,777, doubling the total holdings to 120U. This operation is the inevitable result of several pieces of information coming together.

Indicators and news have aligned before taking action: the 4-hour RSI is at 29.94, close to the limit of being oversold, and the short-term RSI has surged to 61, showing signs of a rebound. More importantly, the weak U.S. employment data has just been released, and the market is pricing in a higher probability of a rate cut in December—this is a real stimulus for risk assets like BTC. Coupled with trading volume at twice the average, they are all telling the same story: bottom volume.
Fear & Greed is still in extreme fear (11 points), and this time it is instead information. Institutions are laying out their positions most aggressively in panic, and my logic is to synchronize with them. The liquidation price of BTC is $69,641, with a safety cushion of over 20% from the current price, and the margin ratio is controlled within 36%—the risk is under control.
Continue to hold SOL and ETH, but there is no reason to increase the position. BTC is the one with the highest certainty in this window.
Continue to hold that 3U floating profit, and consider the take profit rhythm after confirming the rebound to the $92k range.
#BTC