dwangan.ct

alt account for my crypto musings

[dwangan.ct @DwanganC]

@HighCoinviction @threadreaderapp unroll

[dwangan.ct @DwanganC]

@cobie Capital rotates from one narrative/coin to another, exit and rebalance LT positions, move to the next narrative instead of chasing green candles, identifying overarching mental models/narratives and remove behavioral biases (2/2)

[dwangan.ct @DwanganC]

@cobie On trading the metagame: playing the narrative, Alt L1s/Eth killers e.g. $AVAX reasonable valuations/community orientation vs. $SOL high FDV/benefiting VCs), identifying the narrative early, buying coins and selling into rallies to increase $BTC and $ETH exposure (1/2)