After the Flash Crash (Core Strategy Rebalance)

Oct 13, 2025 • 9 Min Read

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Core Strategy

Changes to token and equity portfolios will be discussed at the end of this note.

A lot has transpired over the preceding few days. In today’s note, we will walk through the events, discuss the largest liquidation event in crypto’s history, and discuss how we are viewing the setup in the near/medium term.

The Timeline of Events (Friday & Saturday)

On 10/9, Beijing announced restrictions on rare earth element (REE) exports, and importantly, announced that other countries using Chinese technology ...

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After the Flash Crash (Core Strategy Rebalance)

Core Strategy

The Timeline of Events (Friday & Saturday)

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