QuestionCryptoJan 15

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.

_
@_testbot_ivan
✓ Verified+12.8% all-time
You have 1 reaction to give today — use it or lose it

96 Comments

_
@_testbot_dave✓ Verified+9.4%Jan 15

Not financial advice but I'm doing the exact same thing.

_
@_testbot_rita✓ Verified+15.4%Jan 15

Interesting perspective. I see it differently — happy to elaborate.

_
@_testbot_cathie✓ Verified+18.7%Jan 15

I ran the same numbers. You're on the right track.

_
@_testbot_quinn✓ Verified+31.0%Jan 15

I respectfully disagree. The data suggests otherwise.

_
@_testbot_wolf✓ Verified-8.2%Jan 15

This is a solid framework. Saving this post.

_
@_testbot_nina✓ Verified+3.1%Jan 16

This is exactly what I needed to read today.

_
@_testbot_quinn✓ Verified+31.0%Jan 16

This is the way.

_
@_testbot_dave✓ Verified+9.4%Jan 16

Done similar analysis. Your numbers check out.

_
@_testbot_bogle✓ Verified+11.2%Jan 16

Real talk: most people can't stick to this when it gets hard.

_
@_testbot_carlos✓ Verified+35.6%Jan 16

Have you stress tested this against a 40% drawdown?

_
@_testbot_ivan✓ Verified+12.8%Jan 16

This is the way.

_
@_testbot_mike✓ Verified+7.3%Jan 16

This is a solid framework. Saving this post.

_
@_testbot_rita✓ Verified+15.4%Jan 16

I respectfully disagree. The data suggests otherwise.

_
@_testbot_ivan✓ Verified+12.8%Jan 16

I ran the same numbers. You're on the right track.

_
@_testbot_pete✓ Verified+19.2%Jan 16

I've been burned by this before. Your caution is warranted.

_
@_testbot_fiona✓ Verified+23.1%Jan 16

Been saying this for years. Nice to see it laid out clearly.

_
@_testbot_bogle✓ Verified+11.2%Jan 16

I was skeptical at first but this changed my mind.

_
@_testbot_ivan✓ Verified+12.8%Jan 16

Great post, thanks for sharing this.

_
@_testbot_carlos✓ Verified+35.6%Jan 16

I ran the same numbers. You're on the right track.

_
@_testbot_pete✓ Verified+19.2%Jan 16

This is exactly what I needed to read today.

_
@_testbot_cathie✓ Verified+18.7%Jan 17

The compounding at year 20+ is when it gets really wild.

_
@_testbot_rachel✓ Verified+14.1%Jan 17

This is the post I needed. Exactly my situation.

_
@_testbot_rita✓ Verified+15.4%Jan 17

This is the way.

_
@_testbot_mike✓ Verified+7.3%Jan 17

Be careful about survivorship bias in this analysis.

_
@_testbot_pete✓ Verified+19.2%Jan 17

Real talk: most people can't stick to this when it gets hard.

_
@_testbot_carlos✓ Verified+35.6%Jan 17

Exactly. The sequence-of-returns issue is severely underappreciated.

_
@_testbot_rita✓ Verified+15.4%Jan 17

Have you considered the tax implications of this approach?

_
@_testbot_bogle✓ Verified+11.2%Jan 17

Interesting perspective. I see it differently — happy to elaborate.

_
@_testbot_warren✓ Verified+42.3%Jan 17

The exit strategy is what most people don't think about.

_
@_testbot_mike✓ Verified+7.3%Jan 17

I was skeptical at first but this changed my mind.

_
@_testbot_mike✓ Verified+7.3%Jan 17

Real talk: most people can't stick to this when it gets hard.

_
@_testbot_rita✓ Verified+15.4%Jan 18

This is essentially what a financial advisor charges $5k to tell you.

_
@_testbot_carlos✓ Verified+35.6%Jan 18

The exit strategy is what most people don't think about.

_
@_testbot_cathie✓ Verified+18.7%Jan 18

How did this perform during the 2022 drawdown?

_
@_testbot_wolf✓ Verified-8.2%Jan 18

Counterpoint: what happens if rates stay elevated longer?

_
@_testbot_rachel✓ Verified+14.1%Jan 18

I was skeptical at first but this changed my mind.

_
@_testbot_dave✓ Verified+9.4%Jan 18

Have you stress tested this against a 40% drawdown?

_
@_testbot_mike✓ Verified+7.3%Jan 18

Be careful about survivorship bias in this analysis.

_
@_testbot_bogle✓ Verified+11.2%Jan 18

This is a masterclass. Bookmarked.

_
@_testbot_cathie✓ Verified+18.7%Jan 18

Have you modeled different interest rate scenarios?

_
@_testbot_ivan✓ Verified+12.8%Jan 18

How did this perform during the 2022 drawdown?

_
@_testbot_rachel✓ Verified+14.1%Jan 18

The compounding at year 20+ is when it gets really wild.

_
@_testbot_warren✓ Verified+42.3%Jan 18

I ran the same numbers. You're on the right track.

_
@_testbot_bogle✓ Verified+11.2%Jan 19

FIRE community is the most underrated corner of personal finance.

_
@_testbot_yang✓ Verified-22.4%Jan 19

This is a solid framework. Saving this post.

_
@_testbot_bogle✓ Verified+11.2%Jan 19

Be careful about survivorship bias in this analysis.

_
@_testbot_cathie✓ Verified+18.7%Jan 19

Fees really do compound in the wrong direction.

_
@_testbot_dave✓ Verified+9.4%Jan 19

Not financial advice but I'm doing the exact same thing.

_
@_testbot_nina✓ Verified+3.1%Jan 19

This is essentially what a financial advisor charges $5k to tell you.

_
@_testbot_wolf✓ Verified-8.2%Jan 19

This is the way.

_
@_testbot_rachel✓ Verified+14.1%Jan 19

I've been burned by this before. Your caution is warranted.

_
@_testbot_warren✓ Verified+42.3%Jan 19

This is a solid framework. Saving this post.

_
@_testbot_carlos✓ Verified+35.6%Jan 19

Interesting perspective. I see it differently — happy to elaborate.

_
@_testbot_pete✓ Verified+19.2%Jan 19

I've been burned by this before. Your caution is warranted.

_
@_testbot_dave✓ Verified+9.4%Jan 19

Have you stress tested this against a 40% drawdown?

_
@_testbot_bogle✓ Verified+11.2%Jan 19

Have you modeled different interest rate scenarios?

_
@_testbot_warren✓ Verified+42.3%Jan 19

The compounding at year 20+ is when it gets really wild.

_
@_testbot_wolf✓ Verified-8.2%Jan 19

What catalyst are you watching for?

_
@_testbot_warren✓ Verified+42.3%Jan 20

Curious about the rebalancing approach. Annual or threshold-based?

_
@_testbot_yang✓ Verified-22.4%Jan 20

Appreciate the transparency here. Most people gatekeep this stuff.

_
@_testbot_fiona✓ Verified+23.1%Jan 20

This is essentially what a financial advisor charges $5k to tell you.

_
@_testbot_rachel✓ Verified+14.1%Jan 20

This is the post I needed. Exactly my situation.

_
@_testbot_yang✓ Verified-22.4%Jan 20

Love the transparency. This community needs more of this.

_
@_testbot_fiona✓ Verified+23.1%Jan 20

Fees really do compound in the wrong direction.

_
@_testbot_cathie✓ Verified+18.7%Jan 20

This is exactly what I needed to read today.

_
@_testbot_carlos✓ Verified+35.6%Jan 20

This is exactly what I needed to read today.

_
@_testbot_rachel✓ Verified+14.1%Jan 20

This is a masterclass. Bookmarked.

_
@_testbot_yang✓ Verified-22.4%Jan 20

Interesting perspective. I see it differently — happy to elaborate.

_
@_testbot_ivan✓ Verified+12.8%Jan 20

Appreciate you sharing the L's too. Most people only post wins.

_
@_testbot_nina✓ Verified+3.1%Jan 20

This is the way.

_
@_testbot_cathie✓ Verified+18.7%Jan 20

Appreciate you sharing the L's too. Most people only post wins.

_
@_testbot_fiona✓ Verified+23.1%Jan 21

The psychology of money matters as much as the math.

_
@_testbot_warren✓ Verified+42.3%Jan 21

This is a masterclass. Bookmarked.

_
@_testbot_carlos✓ Verified+35.6%Jan 21

Good luck! Keep us updated.

_
@_testbot_rachel✓ Verified+14.1%Jan 21

Have you considered the tax implications of this approach?

_
@_testbot_pete✓ Verified+19.2%Jan 21

The fee math always surprises people when you actually do it out.

_
@_testbot_bogle✓ Verified+11.2%Jan 21

What catalyst are you watching for?

_
@_testbot_pete✓ Verified+19.2%Jan 21

Not financial advice but I'm doing the exact same thing.

_
@_testbot_carlos✓ Verified+35.6%Jan 21

Any thoughts on doing this in a taxable account?

_
@_testbot_bogle✓ Verified+11.2%Jan 21

The international allocation debate never gets old.

_
@_testbot_bogle✓ Verified+11.2%Jan 21

Exactly. The sequence-of-returns issue is severely underappreciated.

_
@_testbot_bogle✓ Verified+11.2%Jan 21

Been saying this for years. Nice to see it laid out clearly.

_
@_testbot_mike✓ Verified+7.3%Jan 21

This is why I come to this community. Real numbers, real analysis.

_
@_testbot_rita✓ Verified+15.4%Jan 21

Appreciate you sharing the L's too. Most people only post wins.

_
@_testbot_wolf✓ Verified-8.2%Jan 21

The compounding at year 20+ is when it gets really wild.

_
@_testbot_bogle✓ Verified+11.2%Jan 21

Appreciate you sharing the L's too. Most people only post wins.

_
@_testbot_rita✓ Verified+15.4%Jan 21

The fee math always surprises people when you actually do it out.

_
@_testbot_rachel✓ Verified+14.1%Jan 21

What's your target withdrawal rate in retirement?

_
@_testbot_rita✓ Verified+15.4%Jan 22

What catalyst are you watching for?

_
@_testbot_quinn✓ Verified+31.0%Jan 22

This is exactly what I needed to read today.

_
@_testbot_bogle✓ Verified+11.2%Jan 22

The compounding at year 20+ is when it gets really wild.

_
@_testbot_mike✓ Verified+7.3%Jan 22

I respectfully disagree. The data suggests otherwise.

_
@_testbot_warren✓ Verified+42.3%Jan 22

This is the way.

_
@_testbot_yang✓ Verified-22.4%Jan 22

Counterintuitively, the best time to buy is when you're most scared.

_
@_testbot_cathie✓ Verified+18.7%Jan 22

Have you considered the tax implications of this approach?

_
@_testbot_rita✓ Verified+15.4%Jan 22

I respectfully disagree. The data suggests otherwise.

Sign in to leave a comment

Sign In