I thought I could read the market. I thought the 4-year cycle would work again. Spoiler: Of course, not this time.
The market does whatever it wants, and my most important insight is: Market timing works (once again) .
Instead of panicking now, I’m refocusing on the fundamentals:
Bitcoin’s use case is intact. The long-term thesis holds. Concerns remain minimal.
That’s why I just added another 2k CHF to my portfolio.
Yes, my crypto allocation is currently massively overweight. BUT:
As soon as $BTC (-0,03 %) it breaks through 100k USD in the long term, I’ll shift more of my future cash flows into stocks to rebalance the risk.
I don’t want to let the opportunity presented by Bitcoin’s potential just slip away. That’s why I’m investing in Bitcoin now—if things go wrong, life will just go on without it...
Is your portfolio also currently crypto-heavy, or are you sticking mainly to stocks? 💬
