$BTC-USD
Bitcoin USDMy crypto allocation: 60% BTC, 30% ETH, 10% alts
My allocation: 60% BTC (store of value), 30% ETH (productive asset), 10% SOL (high beta growth). I keep crypto at 15% of total portfolio.
My crypto allocation: 60% BTC, 30% ETH, 10% alts
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.
Crypto vs gold as inflation hedge — unpopular opinion
BTC ETF inflows: averaging $800M/day over the past month. BlackRock's IBIT now holds more BTC than MicroStrategy. Institutional adoption is not theoretical — it's happening.
Crypto portfolio down 35% — not selling, here's why
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.
Tax implications of crypto DCA — what I've learned
Hardware wallet (Ledger), seed phrase on steel plate in fireproof safe. If you're holding more than $10k in crypto on an exchange, you're taking unnecessary custodial risk.
How I store crypto safely: my complete setup
On-chain metrics I watch: MVRV ratio, Puell Multiple, exchange reserves, long-term holder supply. These give more signal than price action.
On-chain metrics I watch every week
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.
BTC to $200k by end of year — bear with me here
On-chain metrics I watch: MVRV ratio, Puell Multiple, exchange reserves, long-term holder supply. These give more signal than price action.
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.
Crypto vs gold as inflation hedge — unpopular opinion
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.
ETH thesis post-merge: where are we now?
Hardware wallet (Ledger), seed phrase on steel plate in fireproof safe. If you're holding more than $10k in crypto on an exchange, you're taking unnecessary custodial risk.
On-chain metrics I watch every week
BTC ETF inflows: averaging $800M/day over the past month. BlackRock's IBIT now holds more BTC than MicroStrategy. Institutional adoption is not theoretical — it's happening.
SOL vs ETH — which smart contract platform wins?
Hardware wallet (Ledger), seed phrase on steel plate in fireproof safe. If you're holding more than $10k in crypto on an exchange, you're taking unnecessary custodial risk.
Crypto vs gold as inflation hedge — unpopular opinion
BTC ETF inflows: averaging $800M/day over the past month. BlackRock's IBIT now holds more BTC than MicroStrategy. Institutional adoption is not theoretical — it's happening.
ETH thesis post-merge: where are we now?
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.
SOL vs ETH — which smart contract platform wins?
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.
Layer 2 ecosystem — where I'm placing my bets
Hardware wallet (Ledger), seed phrase on steel plate in fireproof safe. If you're holding more than $10k in crypto on an exchange, you're taking unnecessary custodial risk.