Which trade are you advocating for? “long crypto”? Reversion? (akak “buying the dip”) Long ETH vs. short BTC?
All of these are plausible opinions, and it’s not crazy to allocate some of your portfolio based on them—but a trade consists of a price and a size. Do you think you should have 0.1% of your net worth in ETH or 30%? Does that change if ETH goes to 100 or 3000 next week? Do your arguments apply equally well elsewhere? (solana?)
I am just saying long ETH. I am not giving any financial advice because everyone has a different risk profile. In my personal case, I am comfortable having around 30 or 40% of my net worth in cryptos (specifically ETH). I do not think the same arguments can be applied to other cryptos (I do have some SOL and I am not buying anymore for now)
Which trade are you advocating for? “long crypto”? Reversion? (akak “buying the dip”) Long ETH vs. short BTC?
All of these are plausible opinions, and it’s not crazy to allocate some of your portfolio based on them—but a trade consists of a price and a size. Do you think you should have 0.1% of your net worth in ETH or 30%? Does that change if ETH goes to 100 or 3000 next week? Do your arguments apply equally well elsewhere? (solana?)
I am just saying long ETH. I am not giving any financial advice because everyone has a different risk profile. In my personal case, I am comfortable having around 30 or 40% of my net worth in cryptos (specifically ETH). I do not think the same arguments can be applied to other cryptos (I do have some SOL and I am not buying anymore for now)