Why I'm accumulating ETH at these levels
ETH thesis: ultrasound money + smart contract dominance. Post-merge issuance is negative. EIP-1559 burns fees. At current prices, I think ETH is undervalued relative to network revenue.
96 Comments
Not financial advice but I'm doing the exact same thing.
Interesting perspective. I see it differently — happy to elaborate.
I ran the same numbers. You're on the right track.
I respectfully disagree. The data suggests otherwise.
This is a solid framework. Saving this post.
This is exactly what I needed to read today.
This is the way.
Done similar analysis. Your numbers check out.
Real talk: most people can't stick to this when it gets hard.
Have you stress tested this against a 40% drawdown?
This is the way.
This is a solid framework. Saving this post.
I respectfully disagree. The data suggests otherwise.
I ran the same numbers. You're on the right track.
I've been burned by this before. Your caution is warranted.
Been saying this for years. Nice to see it laid out clearly.
I was skeptical at first but this changed my mind.
Great post, thanks for sharing this.
I ran the same numbers. You're on the right track.
This is exactly what I needed to read today.
The compounding at year 20+ is when it gets really wild.
This is the post I needed. Exactly my situation.
This is the way.
Be careful about survivorship bias in this analysis.
Real talk: most people can't stick to this when it gets hard.
Exactly. The sequence-of-returns issue is severely underappreciated.
Have you considered the tax implications of this approach?
Interesting perspective. I see it differently — happy to elaborate.
The exit strategy is what most people don't think about.
I was skeptical at first but this changed my mind.
Real talk: most people can't stick to this when it gets hard.
This is essentially what a financial advisor charges $5k to tell you.
The exit strategy is what most people don't think about.
How did this perform during the 2022 drawdown?
Counterpoint: what happens if rates stay elevated longer?
I was skeptical at first but this changed my mind.
Have you stress tested this against a 40% drawdown?
Be careful about survivorship bias in this analysis.
This is a masterclass. Bookmarked.
Have you modeled different interest rate scenarios?
How did this perform during the 2022 drawdown?
The compounding at year 20+ is when it gets really wild.
I ran the same numbers. You're on the right track.
FIRE community is the most underrated corner of personal finance.
This is a solid framework. Saving this post.
Be careful about survivorship bias in this analysis.
Fees really do compound in the wrong direction.
Not financial advice but I'm doing the exact same thing.
This is essentially what a financial advisor charges $5k to tell you.
This is the way.
I've been burned by this before. Your caution is warranted.
This is a solid framework. Saving this post.
Interesting perspective. I see it differently — happy to elaborate.
I've been burned by this before. Your caution is warranted.
Have you stress tested this against a 40% drawdown?
Have you modeled different interest rate scenarios?
The compounding at year 20+ is when it gets really wild.
What catalyst are you watching for?
Curious about the rebalancing approach. Annual or threshold-based?
Appreciate the transparency here. Most people gatekeep this stuff.
This is essentially what a financial advisor charges $5k to tell you.
This is the post I needed. Exactly my situation.
Love the transparency. This community needs more of this.
Fees really do compound in the wrong direction.
This is exactly what I needed to read today.
This is exactly what I needed to read today.
This is a masterclass. Bookmarked.
Interesting perspective. I see it differently — happy to elaborate.
Appreciate you sharing the L's too. Most people only post wins.
This is the way.
Appreciate you sharing the L's too. Most people only post wins.
The psychology of money matters as much as the math.
This is a masterclass. Bookmarked.
Good luck! Keep us updated.
Have you considered the tax implications of this approach?
The fee math always surprises people when you actually do it out.
What catalyst are you watching for?
Not financial advice but I'm doing the exact same thing.
Any thoughts on doing this in a taxable account?
The international allocation debate never gets old.
Exactly. The sequence-of-returns issue is severely underappreciated.
Been saying this for years. Nice to see it laid out clearly.
This is why I come to this community. Real numbers, real analysis.
Appreciate you sharing the L's too. Most people only post wins.
The compounding at year 20+ is when it gets really wild.
Appreciate you sharing the L's too. Most people only post wins.
The fee math always surprises people when you actually do it out.
What's your target withdrawal rate in retirement?
What catalyst are you watching for?
This is exactly what I needed to read today.
The compounding at year 20+ is when it gets really wild.
I respectfully disagree. The data suggests otherwise.
This is the way.
Counterintuitively, the best time to buy is when you're most scared.
Have you considered the tax implications of this approach?
I respectfully disagree. The data suggests otherwise.
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