🧐🧐🧐 thoughts on metal runs etc:

insane parabolas now in gold and silver and chart looks like weekly btc in 2017.

impossible to call a top bc this shit could easily double again even though i think its very very stretched.

i had very small metal alocation (sub 2% nw) and started scaling out a while back already which was way too early. I am close to flat now.

In future I plan to have 2.5% alo to 80 20 gold silver. Will stay in shortterm bonds here until it hits prices where i want to buy back.

even though gold had sick parabolas the corrections were alot more tame compared to btc while silver experienced more severe drawdowns which are basically on par with crypto.

another issue with metals is that if parabola broke it took at least a decade for new ATHs (see charts). Once this run is over it could get very boring again for a long time.

My plan is to slowly starting buy back gold -25% from ATH and silver -35% from ATH

i see alot of fud posts about dollar being done for, hyperinflation, yadayada but i saw all those talking points already in 2017 (and fell for them) so I am quite relaxed in this regard.

if i would still have big metal exposure definitely would starting to reduce hard here. sooner or later this will come to an end and given how hard this ran I could easily see a -20% day one day and wouldnt be too surprised

NFA

⁉️ also lastly it cant be overstated how c00ked/weak crypto is:

there was an insane amount of liquidity needed to send silver and gold like this over the last weeks. also stonks are still pushing ATHs. Saylor did some of his biggest buys ever.

all while btc is trading at the lower end of latest range 30% from the top. there is zero interest witnessed by the charts to buy crypto here. ZERO.
if only a fraction of all this money went into crypto we would be popping off like no tomoro but we actually dont.

if you are objective this tells you all you need to know for now and the short to midterm future imo

as expected any nuke we in other tardfi markets we follow closely while being entirely decoupled from any upside move😂😂

https://polymarket.com/event/who-will-trump-nominate-as-fed-chair

Big jump for Warsh

The nuke is Neverending, but so is the nuke❤️❤️❤️

👀👀 had it in my urin and tried to sell abit more the last 48 hours while constantly adjusting exit orders however without any fills😭😭😭

testing prior temp lows now all while metals and stonks around ATHs. Should be absolutely no doubt that we are in deep bear market territory even though theres still tons of morons on X telling you about supercycle, 4y cycle is dead, yadayada

i really dont like to sell bottoms so will wait to derisk more but am also prepared to roundtrip the last 20% exposure in a worst case scenario

base case still is crypto bottom some time end this year which would also nicely align with the midterms

first smol rebuy for BTC will be around 62k

godspeed!

https://x.com/i/status/2017145595819933745

Can say alot about Eth & its performance but good luck finding just ONE dev being this locked in...
95% quit once they reached their vesting...

Over the long time I am very confident all this will be reflected in Eth price

https://early.blackhaven.xyz/ref/TimStone84

👀👀 megaETH szn

probably nothing but also nothing better to do so might as well participate and see if something comes out of it

https://x.com/i/status/2016909695609364917

Interesting

Might not do much but at least they seem to be tryin