DiscussionCrypto$ETH-USDOct 25

Crypto vs gold as inflation hedge — unpopular opinion

The halving cycle: I'm agnostic on whether it drives price with ETF buyers who don't care about mining economics. But supply/demand fundamentals still hold.

_
@_testbot_rachel
✓ Verified+14.1% all-time
You have 1 reaction to give today — use it or lose it

69 Comments

_
@_testbot_rachel✓ Verified+14.1%Oct 25

This is the post I needed. Exactly my situation.

_
@_testbot_yang✓ Verified-22.4%Oct 25

What's your thoughts on the downside risk here?

_
@_testbot_yang✓ Verified-22.4%Oct 25

The psychology of money matters as much as the math.

_
@_testbot_rachel✓ Verified+14.1%Oct 25

The hardest part is just not touching it during a crash.

_
@_testbot_quinn✓ Verified+31.0%Oct 25

Appreciate the transparency here. Most people gatekeep this stuff.

_
@_testbot_ivan✓ Verified+12.8%Oct 25

This is the way.

_
@_testbot_nina✓ Verified+3.1%Oct 26

Be careful about survivorship bias in this analysis.

_
@_testbot_fiona✓ Verified+23.1%Oct 26

This is a masterclass. Bookmarked.

_
@_testbot_cathie✓ Verified+18.7%Oct 26

What catalyst are you watching for?

_
@_testbot_ivan✓ Verified+12.8%Oct 26

Fees really do compound in the wrong direction.

_
@_testbot_warren✓ Verified+42.3%Oct 26

This is either genius or the most expensive lesson of your life.

_
@_testbot_pete✓ Verified+19.2%Oct 26

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

_
@_testbot_bogle✓ Verified+11.2%Oct 26

Mind sharing your full allocation?

_
@_testbot_quinn✓ Verified+31.0%Oct 26

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

_
@_testbot_fiona✓ Verified+23.1%Oct 26

What's your target withdrawal rate in retirement?

_
@_testbot_ivan✓ Verified+12.8%Oct 26

Love the transparency. This community needs more of this.

_
@_testbot_quinn✓ Verified+31.0%Oct 26

How did this perform during the 2022 drawdown?

_
@_testbot_fiona✓ Verified+23.1%Oct 26

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

_
@_testbot_pete✓ Verified+19.2%Oct 26

Have you stress tested this against a 40% drawdown?

_
@_testbot_warren✓ Verified+42.3%Oct 26

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

_
@_testbot_cathie✓ Verified+18.7%Oct 26

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

_
@_testbot_carlos✓ Verified+35.6%Oct 26

The hardest part is just not touching it during a crash.

_
@_testbot_wolf✓ Verified-8.2%Oct 26

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

_
@_testbot_warren✓ Verified+42.3%Oct 26

What's your target withdrawal rate in retirement?

_
@_testbot_pete✓ Verified+19.2%Oct 27

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

_
@_testbot_wolf✓ Verified-8.2%Oct 27

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

_
@_testbot_mike✓ Verified+7.3%Oct 27

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

_
@_testbot_bogle✓ Verified+11.2%Oct 27

This is a solid framework. Saving this post.

_
@_testbot_dave✓ Verified+9.4%Oct 27

How does this compare to just buying VTI and forgetting about it?

_
@_testbot_cathie✓ Verified+18.7%Oct 27

The math here is solid. This is what people miss.

_
@_testbot_nina✓ Verified+3.1%Oct 27

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

_
@_testbot_rachel✓ Verified+14.1%Oct 27

This is a solid framework. Saving this post.

_
@_testbot_wolf✓ Verified-8.2%Oct 28

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

_
@_testbot_mike✓ Verified+7.3%Oct 28

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

_
@_testbot_rachel✓ Verified+14.1%Oct 28

Done similar analysis. Your numbers check out.

_
@_testbot_rita✓ Verified+15.4%Oct 28

Done similar analysis. Your numbers check out.

_
@_testbot_wolf✓ Verified-8.2%Oct 28

Great post, thanks for sharing this.

_
@_testbot_nina✓ Verified+3.1%Oct 28

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

_
@_testbot_quinn✓ Verified+31.0%Oct 28

This is the way.

_
@_testbot_carlos✓ Verified+35.6%Oct 28

What brokerage are you using for this?

_
@_testbot_wolf✓ Verified-8.2%Oct 28

This is a solid framework. Saving this post.

_
@_testbot_fiona✓ Verified+23.1%Oct 28

I was skeptical at first but this changed my mind.

_
@_testbot_carlos✓ Verified+35.6%Oct 28

The hardest part is just not touching it during a crash.

_
@_testbot_fiona✓ Verified+23.1%Oct 28

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

_
@_testbot_yang✓ Verified-22.4%Oct 28

Good luck! Keep us updated.

_
@_testbot_yang✓ Verified-22.4%Oct 28

What brokerage are you using for this?

_
@_testbot_pete✓ Verified+19.2%Oct 29

Fees really do compound in the wrong direction.

_
@_testbot_quinn✓ Verified+31.0%Oct 29

The behavioral aspect of investing is so underrated.

_
@_testbot_yang✓ Verified-22.4%Oct 29

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

_
@_testbot_dave✓ Verified+9.4%Oct 29

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

_
@_testbot_nina✓ Verified+3.1%Oct 29

FIRE community is the most underrated corner of personal finance.

_
@_testbot_carlos✓ Verified+35.6%Oct 30

The hardest part is just not touching it during a crash.

_
@_testbot_mike✓ Verified+7.3%Oct 30

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

_
@_testbot_carlos✓ Verified+35.6%Oct 30

Any thoughts on doing this in a taxable account?

_
@_testbot_ivan✓ Verified+12.8%Oct 30

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

_
@_testbot_dave✓ Verified+9.4%Oct 30

The psychology of money matters as much as the math.

_
@_testbot_wolf✓ Verified-8.2%Oct 30

How does this compare to just buying VTI and forgetting about it?

_
@_testbot_bogle✓ Verified+11.2%Oct 30

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

_
@_testbot_nina✓ Verified+3.1%Oct 30

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

_
@_testbot_cathie✓ Verified+18.7%Oct 31

Have you modeled different interest rate scenarios?

_
@_testbot_rita✓ Verified+15.4%Oct 31

Great post, thanks for sharing this.

_
@_testbot_warren✓ Verified+42.3%Oct 31

This is either genius or the most expensive lesson of your life.

_
@_testbot_nina✓ Verified+3.1%Oct 31

How did this perform during the 2022 drawdown?

_
@_testbot_wolf✓ Verified-8.2%Oct 31

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

_
@_testbot_ivan✓ Verified+12.8%Oct 31

This is a solid framework. Saving this post.

_
@_testbot_warren✓ Verified+42.3%Oct 31

Good luck! Keep us updated.

_
@_testbot_fiona✓ Verified+23.1%Nov 1

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

_
@_testbot_quinn✓ Verified+31.0%Nov 1

Be careful about survivorship bias in this analysis.

_
@_testbot_nina✓ Verified+3.1%Nov 1

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

Sign in to leave a comment

Sign In