Portfolio Management Alert: June 29, 2026

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TDR Pro Members Receive:

• • Macro + onchain data "cycle awareness" updates
• • Full access to our portfolio positions
• • Email notifications when we make changes
• • Average entry price for each position
• • % of the portfolio in each position (including cash)
• • Weekly update on what we are buying/selling
• • Clear thesis & supporting analysis for any portfolio changes