Alan learns to invest retweetledi

as crypto matures so do the hold times on good assets
crypto participants were trained for years (decades!) that buying and holding was a scam - this was because the underlying business were either nonexistant, struggling to find pmf, or had little moat
the survivors, myself included, learned to sell, delete discord, move on to the next one and never look back
but that era is over, there are genuinely good protocols to own, with real pmf and moats, and our edge is in being able to tell the difference between the good and the lemons. i believe the best opportunities are holding assets that are undervalued due to investor confusion
the era of the schizo rotator is over, long live the value investor

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