Thread by @classicmacro

You are selling into the hands of me. Thank you.

Was hoping for a dip as $BTC & $ETH had finally gotten frothy in the last 36H (chart shows $BTC basis).

Increased BTC & ETH exposure and opened YFI REN ZEC & KP3R longs. This is my trading stack. I don't trade $BTC spot anymore, just hold it. That bullish I am.

Expecting a strong week and expect alt betas back >1. See this small correction as healthy.

KP3R ain't really trading BTW. It's a uniswap coin. No risk management possible. Just put a small amount to it and wait for it to move >20% in your favor.

$ZEC has an upcoming halving and expect it to generate a buzz. $YFI is not a buy and hold anymore but a great trading asset. It's volatility is unparalleled. As I said, expect alt betas to remain above 1, i.e. move in line with $BTC and $ETH, but more.

nicehash.com/countdown/ZEC-…