i took 3 days off from checking prices/ct while traveling - what the *fuck* did they do to alts? 😂
kinda sad in hindsight - my biggest blunder this "cycle" was capitulating 50% of my port top to bottom (biased toward liquidating memes over btc/eth/sol) in late jan thru the feb 1-3 hell weekend at roughly 40-50% lower than my port ATH
at the time i felt very upset about that - but reckoned "well, if the global financial system is about to break because of this trade war, 50-60% of my port ATH for this tranche of non-majors will actually be outstanding"
i waited a bit and then allocated that cash to the s&p not at the pico-bottom before trump reverse policy, but within a few hundred points
that money is now virtually back up at its ATH
turns out alt season was really just buying boring equity indices during last winter/spring.
from what i'm reading: a more detailed postmortem about oct 10 is swirling. could shed a lot of light and influence near-term PA, or at least explain ~toxic flows~ of late.
crypto has been a joke, but i remain bullish until something major/structural starts to smell bad or roll over in risk markets/liquidity conditions writ large.
i just don't think stocks can keep ripping higher across a multi-month timeframe without BTC (and eventually others) getting dragged up alongside.
looking at heuristics/other pairs/comparison.. one of many: looking for the russell to this green circle and crypto doing fuck all to start getting worried

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