1/ Stocks vs Crypto 🧵
Crypto is a hated trade right now while stocks is overvalued vs cost of capital.
My love for hated trades, avoiding over crowded trades gives me a good risk / reward ratio.
While i think there will be contagion effects of FTX, this is the plan:
Crypto is a hated trade right now while stocks is overvalued vs cost of capital.
My love for hated trades, avoiding over crowded trades gives me a good risk / reward ratio.
While i think there will be contagion effects of FTX, this is the plan:
2/ “bluechip” recovers 1st. The bluechip of crypto is #bitcoin and #Etherum
Will be adding both but more eth.
5% of crypto allocation will be moved up to 30%.
Starting to deploy my 80% cash. Eth below $1000 will be a steal.
Will be adding both but more eth.
5% of crypto allocation will be moved up to 30%.
Starting to deploy my 80% cash. Eth below $1000 will be a steal.
3/ Tip on eth if you understand:
ultrasound.money
Crypto below a trillion market cap is stupid. Boomers will not understand. But simply put, if USD is the best of FIAT, imagine the pain of people living in turkey japan etc
ultrasound.money
Crypto below a trillion market cap is stupid. Boomers will not understand. But simply put, if USD is the best of FIAT, imagine the pain of people living in turkey japan etc
4/ i’ve been defensive for months, i still believe there is more downside.
Inflation problem is not solved yet. There is only one way inflation will come down, the FED breaks something.
Inflation problem is not solved yet. There is only one way inflation will come down, the FED breaks something.
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