Crypto Dan
@cryptodan19 • 40,368 subscribers
long form breakdowns/insights on my yt/tg: https://t.co/66SqOECuzO
Videos
During this last bullrun I sold 15% of my $BTC allocation at $118K, then another 15% at $100K, and I recently bought that 30% back at $67K In hindsight I think I should’ve sold more, but the reality is that when you sell, you never actually know if it’s the top That’s simply unrealistic You don’t sell an investment when you think the top is in You sell it when an asset becomes assymetric to the downside When it could probably still go up a bit, but realistically could go down a lot more That’s the closest you’ll ever get to timing a top:
Crypto Dan83,232 Aufrufe • vor 4 Monaten
For the first time in human history you can trade the stock equivalent of private companies on a liquid market with realistic funding rates TradeXYZ just launched pre-IPO stock trading, and most people don’t realize how massive this is gonna be There are more private companies in the world than public ones And you’ve never been able to trade them unless you were a VC, an accredited investor, or on the founding team, but TradeXYZ just changed that And because pre-IPO price discovery is now completely untethered from funding rounds and external price oracles, price can go as high as there are buyers Pre-IPO companies will start quoting the TradeXYZ pricing to justify higher valuation rounds, which will in turn raise the multiple of the valuation on TradeXYZ, creating a positive feedback loop of higher and higher prices And this is going to create a massive speculative mania:
Crypto Dan57,020 Aufrufe • vor 3 Monaten
I have officially sold 90% of my $TSLA position. I initially bought $400K at $245, and sold a few days ago at $410. My original thesis for the investment was based on the humanoid robot narrative going mainstream, and even though we’re not there yet, The asymmetric upside of holding $TSLA at $410 is too small compared to when it was at $245, mainly for the following reasons: 1. Currently the only way to bet on Elon is by buying $TSLA, and that puts a massive premium on the stock since people will buy at any price to get exposure to Elon, but in as short as a month SpaceX will IPO, so people will have 2 options, and that will inevitably dilute capital allocation 2. $TSLA trades at a 380x trailing P/E, because the market is pricing in Elon being able to release his humanoid robot with minimal competition. However it’s not pricing the competition that could come from China, considering how good they’re getting at copying and producing at scale. Once Elon drops Optimus, China will just buy it and figure out a way to make their own version faster, cheaper and better 3. SpaceX actually has advantages that Tesla doesn’t. It has a better moat since it’s harder for companies to compete in the space industry. They’re making a lot of money from Starlink and the adoption rate is just going up, while Tesla’s revenues are declining and it’s hoping to make a lot of money from the Optimus release Now this doesn’t mean that $TSLA can’t go any higher, but considering how the narrative is playing out, I prefer having cash ready to allocate either to Tesla at a fair valuation, or potentially to SpaceX if it gives a good entry.
Crypto Dan26,450 Aufrufe • vor 5 Monaten
Crypto youtubers finally found $TOSHI after it went 100x Our exit liquidity is coming. Strap in lads
Crypto Dan93,206 Aufrufe • vor 2 Jahren
In all the previous bear markets, every time $BTC went below the weekly 200 EMA, you would’ve got a killer entry for the next bullrun. It happened during the 2019 bear market, the Covid crash, and the FTX collapse, And now we’ve just had 3 weekly wicks below it. If you’re a long term investor, we’re getting to the point where you gotta start paying attention to the market:
Crypto Dan21,822 Aufrufe • vor 5 Monaten
People think the money is made in the bull, but it's actually made in the bear When BTC was at $125K everyone wished they bought during the bear market But when it goes to $63K nobody buys, every single cycle the same old story If you want to set yourself up for an easy 4-5x into the next bullrun, this is the time to pay attention:
Crypto Dan20,714 Aufrufe • vor 5 Monaten
As someone who met many crypto millionaires, and made millions after starting with a $5K portfolio in 2017 I can guarantee you that if you do crypto right, 80% of your profit will always come from a few high conviction plays in your portfolio Crypto is truly just a game of sitting on your hands for long periods of time, until you find a generational opp to size into
Crypto Dan12,426 Aufrufe • vor 3 Monaten
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