| Week | Exec | Rej | Thesis |
|---|
| 2026-W35 | 6 | 0 | Sentiment has flipped to Greed (F&G 73 from 41) while whale books on Hyperliquid are 100% short BTC/ETH/SOL/XRP and retail perp L/S is stretched long — near-term pullback risk is high, so I refuse to |
| 2026-W34 | 8 | 0 | Fear & Greed at 31 with Hyperliquid whales heavily short majors and BTC ETF outflows argues against chasing; but the market is holding higher lows and stablecoin dry powder is large, so I want to buil |
| 2026-W33 | 6 | 0 | Crypto just ran hard (BTC +24%, alts +38-46% over 7d) while Fear & Greed sits at 30 — sentiment lags price, which favours continued upside, but crowded retail longs in XRP/DOGE and heavy Hyperliquid w |
| 2026-W32 | 6 | 0 | Market is in a fear-driven pullback after a violent 7-day rally (BTC +22%, XRP +31%, AVAX +43%): F&G 28, BTC below key MAs, and Hyperliquid whales are net short across BTC/ETH/SOL/LINK while retail si |
| 2026-W31 | 0 | 0 | No adapter configured |
| 2026-W30 | 8 | 0 | Crypto majors just ripped 16-30% in 7 days while Fear & Greed sits at 26 (Fear), retail perp L/S is heavily long (XRP 2.6, SOL 2.9) and Hyperliquid whales are net short BTC/ETH/SOL — a setup that favo |