Ch3rn
109 posts

Ch3rn
@0xch3rn
Invest in preparedness, not in prediction | Gr0w&H0dl since 2016 | previously Bybit & Huobi listing | Invested through CSquared & Huobi Ventures
Katılım Kasım 2017
1.5K Takip Edilen391 Takipçiler

In 2022 my biggest mistake was being too eager to redeploy and full-porting $40k $BTC when the opportunity presented itself.
Was sitting in 95% cash end of ‘21 so felt pretty good but eager to rebuild exposure when prices collapsed.
Handful of sharp PMs in other funds called for bottom with conviction, and it seemed like a good idea to counter-trade prevailing sentiment.
$BTC bottomed around $15k later that year. Was able to get out long before that and did nothing except venture + the Luna play and ended the year up (until FTX took 10% of the entire book, what a year lol), but lessons stuck with me on how badly things could have gone.
Few years here now I know I have a decent hit rate with calling HTF crypto tops + mixed at calling bottoms (and piss poor at shorting).
A closed system has been relatively easy to study as there is often only one big spigot. In 2021 it was LP interest in funds, 2023 interest in ETF/ BTC.
Crypto - or at least $BTC - is now subject to more exogenous factors than all past cycles, and is now even part of the macro machine. Calling tops and bottoms will likely be much more multi-variate and harder.
But constantly remembering “being greedy when others are fearful” is purely subjective (how greedy? how fearful?) probably can lead to better outcomes than blind sentiment fading.
English

Dear #SwissBorg Fam
Need your advice 💚🙏🏻
A bit early but WDYT of this #Christmas Hoodie design? Please LIKE if we should produce this collection 🫶🏻
Feedback in comments welcome too 🚀

English
Ch3rn retweetledi

.@bobbyong and TM built an awesome, homegrown Malaysian #crypto team on the ground here at @coingecko. 160m page views last year, top 300 on Alexa. Really proud of all of you!

Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur 🇲🇾 English

@Crypto_Ciara Best wishes! Extremely blessed to have the chance to work with you. Will support your future endeavours and jiayou!All the best!!!!
English

Now, I’m excited to share this new venture I’ll be working on—a new crypto investment firm called C² Ventures.
Another thread 🧵 👇
twitter.com/CiaraHuobi/sta…
Ciara Sun@Crypto_Ciara
✨ Some personal news ✨ After more than 2 years at @HuobiGlobal, I’m moving on to work on a new venture aimed at empowering the next generation of #Web3 and #metaverse apps.♥️ More details to come but first, a quick thread 🧵 👇
English












