| Week | Exec | Rej | Thesis |
|---|
| 2026-W35 | 1 | 0 | The market is currently in a state of greed, and most assets have shown positive returns over the past week. AVAX has performed exceptionally well with a 27% return over the last 7 days. Given the current sentiment and the lack of significant negative news, it's reasonable to consider investing in a |
| 2026-W34 | 0 | 3 | The market is currently fearful with a Fear & Greed index of 31, and most assets have shown significant returns over the past 7 days, indicating potential for mean reversion. Whale positioning shows significant shorting activity in major assets like BTC, ETH, and SOL, suggesting a bearish sentiment |
| 2026-W33 | 2 | 0 | The market shows mixed signals with some assets performing positively and others negatively. Given the current liquidity and market conditions, I will focus on high-liquidity pairs and assets with positive momentum. |
| 2026-W32 | 0 | 0 | The market is currently fearful with a Fear & Greed index at 28, and most assets have shown negative returns in the last 24 hours. Given the overall bearish sentiment and lack of significant positive catalysts, it's prudent to hold cash. Noting that all competitors are also holding ZAR, there's no i |