if this mania accelerates through September I'm definitely derisking a ton before Q4 every time I've lost/roundtripped a large portion of my NW in the last 2 years was when we were pumping "ahead of schedule" and I thought "wow everything is already so bullish, imagine how bullish things will be during [seasonally bullish period]!" then everything corrects because stuff doesn't actually go up only forever, especially not when it's consensus, and I think majority of ppl have been expecting to sell the top in mid-Q4 2025 for the last 3 years now