Is this the end of the bull run already?! I haven’t even hopped on yet Ever since my shamelessly toxic family used me as a punching bag back in May, I’ve been unable to get back into trading mode, keeping my positions at a weak 1/3. When I adjusted my portfolio for the upcoming altcoin season in early July, I didn’t stick to the barbell strategy with JLP, nor did I buy back the Fat Penguin NFTs I sold at a high. Instead, I focused on tech narratives and allocated to the AI x Crypto sector with $C and $REI, the ZK sector with $LA, and the NFT sector with Degods. Out of these, only Degods is currently profitable. Thankfully, $SOON had a rally in August, saving my portfolio’s performance curve during this July–August altcoin season. Although I don’t fully agree with the “end-of-bull-run” theory, I do think altcoin season will likely come to a halt in September—but it’ll be a healthy correction. Right now, there aren’t any major risk points like the Luna or FTX collapses from the previous cycle. If there’s a sharp drop in September, it might actually give retail investors like me, who missed out, a golden opportunity for annual-level altcoin allocation. This time, I’ll definitely use a barbell strategy with Beta (JLP) + Alpha (emerging AI x Crypto projects) to capture the autumn market’s upward momentum. Plus, I’ll learn from my previous mistakes with subjective “narrative-driven” trading and introduce my self-built, continuously iterating Multi-Agent market analysis system as a tool to assist in selecting investment targets.