Uptober Hangover? Risk-on in the Q4 run

Goal: capture the year-end run in crypto and high beta tech, horizon 6-12 months, risk class high risk, base currency EUR. Bitcoin hit an all-time high around $126,000 on 6/10, then weathered the 10/10 flash crash with record liquidations and is now consolidating around 110,000; October may have been red, but the Fed cut again on 10/29 and announced the end of the QT, and the global money supply is increasing (Forbes, 10/31). Spot ETFs continue to drain, Solana ETFs live since 28/10, XRP ETF over $100M. I weight BTC and ETH directly plus the iShares ETF, plus the leverage proxies Coinbase, Strategy, Robinhood and as tech beta Nvidia, Palantir and ARKK. What the Portfolio is not: an altcoin casino; no memecoins, nothing in top 5. Invalidation: BTC weekly close below $98,000 then I halve everything; Powell himself said December is not a foregone conclusion, that is the main risk.