
Dresnel
399 posts

Dresnel
@yerrrdme
i have no clue what i'm doing, but i have a law degree coins | sports
Los Angeles Katılım Kasım 2009
890 Takip Edilen190 Takipçiler

@fejau_inc @BitBrew1 just a thought exercise, but why would you hold (seemingly) a large portion of your portfolio in things that you would not buy today if you didn’t own them?
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A lot of this is already largely priced in.
If you see him talking about it now, he wants his bags pumped.
I will not be entering EM or Gold at these levels.
Bearish dollar is great for $BTC.
Bullish Gold is also great for $BTC.
Bullish Copper has been great for $BTC as well.
Low rates, good growth, moderate inflation, is all great for $BTC.
All roads end up with $BTC at these levels COMPARABLE to Gold and where everything else is.
fejau@fejau_inc
Great pod and love seeing Druck thinking the same way. Disinflationary growth coming, rate cuts underpriced, fading AI complex and moving into rest of world equities, bearish dollar, bullish gold and copper, short long bonds Very comfy Of course he can change his mind in two weeks and so can I hah! Champions adjust
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197k is a good number
also 0.7 chillhouse
but also 130 hype
virtual irrelevant
eth irrelevant
Warren MUPPET@warren_muppets
97k is a good number Also 0.7 the air is cold now But also 30 hype Virtual to 1.3 again Eth 2100 again
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@ThetaChungus the fact that you’re openly acknowledging it and taking it on the chin speaks volumes.
respect.
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@ThetaChungus Respect you sticking with your gut here, not easy to do
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