DATE & TIME:
Thursday, June 26th at 12pm EST

DURATION:
55 minutes on Zoom

Link provided upon registration via email/text

Euphoria or Exit? Preparing for the Q3 Blow-Off Top

• Signals of a Blow-Off Top: How to Recognize the Final Run

• Altseason Mechanics: Capital Flows, Momentum, and Rotation

• Risk Management in Euphoria: Adaptive Allocation in Volatile Phases

• Inside Amphibian’s Latest Allocations

Market Sentiment Is Building. Are You Positioned?

As we approach the second half of 2025, signals are flashing:

BTC approaching parabolic territory
ETH reclaiming critical technical zones
Retail interest returning in force
Capital rotating into high-beta alts

If this is the euphoric wave—possibly the final one of this cycle—how should allocators, institutions, and sophisticated crypto holders position for asymmetric upside while managing risk?

Amphibian Capital invites you to a high-signal strategic session focused on navigating potential market euphoria and a Q3/Q4 blow-off top.

What We’ll Cover:

Signals of a Blow-Off Top: How to Recognize the Final Run

Key market data, liquidity dynamics, and sentiment patterns pointing to an overheated market—and how institutional players are responding.

Altseason Mechanics: Capital Flows, Momentum, and Rotation

How capital flows rotate across BTC, ETH, and alts—and how to express exposure without overextending.

Risk Management in Euphoria: Adaptive Allocation in Volatile Phases

How Amphibian’s funds are managing risk, identifying structural inefficiencies, and leaning into asymmetric opportunities while preserving capital.

Inside Amphibian’s Latest Allocations

How we’re preparing our USD, BTC, and ETH Alpha Funds for the second half of 2025—including new manager entries, red flags removed, and tilts we’re making now.

Who this is for?

• For Large BTC/ETH holders

• For institutional investors and accredited investors

• For family offices

• For portfolio managers inside hedge funds

• For financial advisors advising HNWIs