On Monday AM, after recording this, I -sold all my HYPE -sold all my ETH -closed all my other margined alt positions except AERO -donated some $ to charity, rotated some $ to BTC I'm now 8/10 invested instead of 10/10. Why did I do this? Crypto is on ATHs, biggest buyer (DATs) imploding, big opportunities are coming. I want some dry powder for this.
Full episode is out now! @jvb_xyz @AviFelman We discuss: - Do we have one more leg higher? - Was ETH’s rally just from DATs? - Strategies around margin & leverage - Is the DAT trade over & more! Timestamps: 00:00 Introduction 08:39 Markets Going Sideways 09:35 Bullish LINK? 12:04 This is Your Alt Season 15:02 Ads (Kraken OTC, Katana) 16:08 How to Manage Your Capital 25:35 Ads (Kraken OTC, Katana) 26:41 DATs Sizzling Out? 33:01 Is ETH Move ALL DATs? 39:33 When to Buy DATs? 45:17 Saylor the GOAT? 46:29 One More Leg Higher? 49:54 Crypto Return Thresholds 52:24 Final Thoughts Links below ↓
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