Totally fine with me @hawthorn8, love the contrary, makes for a GREAT debate .
I wasn't a believer for the last decade, but the more I conduct my research, a digital currency free from sovereign banks, really is going to be the greatest disruption in human monetary history. Defi does solve a lot of inherit risks soverign banks pose on the monetary system.
I only look at BTCUSD, and am only confident in a HODL posistion for this security. Not sure what to make of the rest, as 99% will die out in the next 12 months.
I would highly recommend reading the fidelity BTCUSD thesis, as it describes the situation very well. Google: "Fidelity Bitcoin First", and click on their .pdf. If interested.
Even if not interested, and you are conducting your DD, it should be read by every portfolio manager IMO.
As far as technicals go.. Well, that comes from time and experience, and we each have our own there, so I can't fault your logic . Trade the trade right?
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