(1/3)
현재가 1번의 경우라면 FTX 파산보다 더 큰 악재가 동반된 하락이 나와야 15,500을 크게 이탈하고 10,000달러 아래를 볼 수 있을 것 같습니다.
현재가 1번이라 하더라도 분할매수로 2번까지 계속 매집을 해간다면 상승장에서 좋은 수익을 볼 수 있습니다.
절대 현금을 다 쓸 필요가 없습니다.
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I don't think $69K was the top for this halving cycle.
If $69K were the top, than a typical bear market -80% drawdown would bring the bottom to $14K .. below 2017 ATH ($20K) and below 200WMA ($18K). Nah, that has never happened and IMO will never happen.
To clarify: 98K Nov prediction is NOT based on S2F model but on my floor model.
As I said before (in tweets and latest podcasts), I use 3 models:
1) S2F
2) Floor model
3) On-chain model
If for example 98K Nov floor model prediction fails, that does NOT mean S2F or on-chain fails.
Models can be useful without using all variables (for s2f eg demand, macro, adoption) or without capturing black swan events (for s2f eg Covid, China, Elon).
Model below uses only 1 variable (Temp). Other variables just cause variance and black swans are just outliers (eg 87,125)
"Canadian Joint Operations Command (CJOC) relied on propaganda techniques similar to those employed during the Afghanistan war. The campaign called for shaping and exploiting information. CJOC claimed the information operations scheme was needed to head off civil disobedience."