Pinned straw:
I added to my IRL holdings today.
Not a strong thesis, but these were the reasons -
a.) We are close to the low of the range established for most of this year.
b.) Bitcoin has traditionally enjoyed strong seasonal tailwinds heading into October, right up to the first couple of quarters of the following calendar year.
Of course, the tailwinds from halving have not played out at all, so "this time could be different".