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Starting this page as an outlet for trading ideas that predominantly go unshared.
I manage an 8 figure bitcoin hedge fund.
Original investment thesis: 2 trades, one 4-year bitcoin cycle. Buy $BTC, HODL, sell $BTC, buy $ETH, sell $ETH. 6-10x multiple on invested capital. Simple, elegant, high return.
I believe one should first master high time frames as a prerequisite to successfully trading low time frames (bong rip). I am one with the market; the market is with me. As such, I am evolving into an incrementally more active strategy over time; long BTC, with occasional short-term, risk seeking degenerate behavior to stack corn. Short-term can be weeks to months. Few reasons and/or opportunities to hold shitcoins longer than that - look, I'm a yield guy, not a venture capitalist. Once capital is fully deployed, only BTC quantity matters. All trades are based on ALTBTC pairs.
LPs may care about USD, but it is known… BTC number go up and to right all time. More BTC = more USD over time…. It is known.

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