Last post of the day before I enjoy the rest of this beautiful Sunday. For new followers, I have a long term BTC position that I try to add to at low prices, I also have a tactical portion of my portfolio that I trade around, and then I have a lifestyle buffer of cash/t-bills. Some people may tell you to be 95% all in BTC at all times, I am more of a realist, but also hold enough BTC that if it went to $1mm tomorrow I would be happy. In my actively managed portion I fluctuate between under/outperforming BTC, which for me is ok. Most people should just DCA BTC in an amount they’re comfortable drawing down 50% tomorrow. After being really bullish for 2-3 years, I have been cautious on a medium term time horizon for risk assets starting the last 2 weeks or so. This recycled headline from Trump today doesn’t change that, although crypto might get propped up until the conference on the 7th now. Getting a lot more personal attacks today for still being cautious in the actively managed portion of my portfolio, but hopefully the silent majority gets some value from my thoughts. I have not touched my core BTC holdings and am always long term bullish. As I’ve specifically posted before, I am wrong a lot and never financial advice.