@honey_xbt DMs are open if you change your mind.. or want to discuss as equals. I never intend to offend though I do think taking long breaks due to fatigue is a sign of poor process
LDO exhibiting incredible strength at the moment... I think this one can run once th market recovers... LINK seeming to get alot of hate but price action saying may need time.. stacking eth and LDO here
It's a fair point but then U can't also measure your outcomes on a daily time frame. The space needs to rejoice the differing views and execution styles we all have and stop shit posting the micro moves...
@RaoulGMI is (1) a Macro investor and (2) is the business of research and content creation. The latter brings an inherent bias to his views but his approach and views I feel are genuine in that he truly believes in his everything code thesis and also hodling through cycles...
As his audience it is your responsibility to do your own due diligence and recognise that if you follow his thesis you need to be comfortable drawing down through future cycles.... He has explained that those who trade (in and out) never go back in to the size they had originally
@digitalalpha_@RaoulGMI Lol this guy... Talks smack and then turns around and just say im kidding guys relax... You talk smack with your mates and Raoul is clearly not your mate.
These nukes are healthy for the crypto market but bulls need to see positioning metrics cool off... Otherwise it remains PVP and the marginal RM flow really drives direction for now ... Don't see any macro reason to sell off and plan to bid to 3.3k ETH + beta still holds.
And so in the absence of anything breaking the system the path of most pain is just continued outperformance of assets.... Remain vigilant to seek out catalysts that break systems but find ways to avoid being sidelined in the meantime..
I think most normies find it increasingly hard to remain bullish macro at the moment... Even myself in context of sticker inflation, higher rates and geopolitical and macro risks find it surprising to see S&P where it is....