Hey @AnthropicAI! Loving and hating Claude at the moment. Much goodness, but - two big issues (1) losing web tools on memory compaction. I have the max plan. (2) Design is great, but burnt through the weekly credits in a few hours. Have to wait 1 week to make further progress...
@Keir_Starmer Before that dont you need a committe to agree the Terms of reference for the group that will decide who will attend? Surely you are rushing Sir Humphrey
Most investors know the Sharpe Ratio. Fewer use the Sortino Ratio, which is often better for Bitcoin.
Sharpe penalises all volatility. Sortino only penalises downside volatility. That matters because Bitcoin’s explosive upside is part of its return profile.
Historically, when Bitcoin’s 365-day Sortino Ratio drops below zero, downside risk has dominated the prior year.
Those periods have repeatedly marked excellent long-term accumulation windows.
Negative Sortino doesn’t guarantee a bottom. It signals improving risk-reward asymmetry.
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I’ve subscribed both here and YouTube. Signing up to the platform shortly. Cannot wait to see where this goes (Onchainmind). Here’s hoping! I think two cycles (from local bottom now to next cycle top +1 - circa 6 years) and I’ll be done. Just the clarity you shared with the last video, is hugely valuable… here’s hoping the trend continues. Warmest regards. S