BTC to $200k by end of year — bear with me here
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.
55 Comments
FIRE community is the most underrated corner of personal finance.
Not financial advice but I'm doing the exact same thing.
The international allocation debate never gets old.
Not financial advice but I'm doing the exact same thing.
I've been thinking about this too. What's your time horizon?
The hardest part is just not touching it during a crash.
Real talk: most people can't stick to this when it gets hard.
FIRE community is the most underrated corner of personal finance.
What's your target withdrawal rate in retirement?
Curious about the rebalancing approach. Annual or threshold-based?
The math here is solid. This is what people miss.
This is exactly what I needed to read today.
This is why I come to this community. Real numbers, real analysis.
Curious about the rebalancing approach. Annual or threshold-based?
The compounding at year 20+ is when it gets really wild.
The hardest part is just not touching it during a crash.
Great post, thanks for sharing this.
I was skeptical at first but this changed my mind.
The hardest part is just not touching it during a crash.
I ran the same numbers. You're on the right track.
What's your target withdrawal rate in retirement?
I've been thinking about this too. What's your time horizon?
The math here is solid. This is what people miss.
This is why I come to this community. Real numbers, real analysis.
Counterintuitively, the best time to buy is when you're most scared.
Be careful about survivorship bias in this analysis.
What's your thoughts on the downside risk here?
Real talk: most people can't stick to this when it gets hard.
Have you modeled different interest rate scenarios?
What's your thoughts on the downside risk here?
The behavioral aspect of investing is so underrated.
I ran the same numbers. You're on the right track.
How did this perform during the 2022 drawdown?
Mind sharing your full allocation?
Appreciate the transparency here. Most people gatekeep this stuff.
Have you stress tested this against a 40% drawdown?
Good luck! Keep us updated.
What's your target withdrawal rate in retirement?
The math here is solid. This is what people miss.
Great post, thanks for sharing this.
The psychology of money matters as much as the math.
Love the transparency. This community needs more of this.
Love the transparency. This community needs more of this.
I was skeptical at first but this changed my mind.
This is the way.
Any thoughts on doing this in a taxable account?
I've been thinking about this too. What's your time horizon?
What catalyst are you watching for?
This is why I come to this community. Real numbers, real analysis.
The hardest part is just not touching it during a crash.
I've been burned by this before. Your caution is warranted.
The behavioral aspect of investing is so underrated.
The international allocation debate never gets old.
I've been thinking about this too. What's your time horizon?
Interesting perspective. I see it differently — happy to elaborate.
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