Crypto portfolio down 35% — not selling, here's why
On-chain metrics I watch: MVRV ratio, Puell Multiple, exchange reserves, long-term holder supply. These give more signal than price action.
49 Comments
What's your thoughts on the downside risk here?
Fees really do compound in the wrong direction.
The fee math always surprises people when you actually do it out.
Appreciate the transparency here. Most people gatekeep this stuff.
I was skeptical at first but this changed my mind.
This is exactly what I needed to read today.
Interesting perspective. I see it differently — happy to elaborate.
What's your thoughts on the downside risk here?
How did this perform during the 2022 drawdown?
Appreciate you sharing the L's too. Most people only post wins.
Mind sharing your full allocation?
The exit strategy is what most people don't think about.
Fees really do compound in the wrong direction.
The math here is solid. This is what people miss.
Have you considered the tax implications of this approach?
I've been burned by this before. Your caution is warranted.
Real talk: most people can't stick to this when it gets hard.
Mind sharing your full allocation?
Great post, thanks for sharing this.
Real talk: most people can't stick to this when it gets hard.
I ran the same numbers. You're on the right track.
Have you stress tested this against a 40% drawdown?
I was skeptical at first but this changed my mind.
What catalyst are you watching for?
This is a masterclass. Bookmarked.
Fees really do compound in the wrong direction.
Real talk: most people can't stick to this when it gets hard.
Not financial advice but I'm doing the exact same thing.
Have you considered the tax implications of this approach?
Exactly. The sequence-of-returns issue is severely underappreciated.
Not financial advice but I'm doing the exact same thing.
This is either genius or the most expensive lesson of your life.
Appreciate you sharing the L's too. Most people only post wins.
What's your thoughts on the downside risk here?
The fee math always surprises people when you actually do it out.
What catalyst are you watching for?
FIRE community is the most underrated corner of personal finance.
This is exactly what I needed to read today.
Have you stress tested this against a 40% drawdown?
Fees really do compound in the wrong direction.
How long have you been doing this? Impressive numbers.
Mind sharing your full allocation?
I was skeptical at first but this changed my mind.
I ran the same numbers. You're on the right track.
The psychology of money matters as much as the math.
The international allocation debate never gets old.
Mind sharing your full allocation?
The behavioral aspect of investing is so underrated.
Not financial advice but I'm doing the exact same thing.
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