Principles

This fund is focused on mostly passive value-investing in high-potential, high-adoption, real-world use projects. That means we only take very few, strategically placed trades designed for long-term compounding.

You should only join this strategy if you can answer with yes the following points:

✅ I understand that crypto is volatile and there can be 90% drops.

✅ I understand that in order to out-perform in the long term, it is necessary to underperform in the short term.

✅ I understand that only I'm personally responsible to take profits. Nobody can do that for me.

✅ I understand that the way this fund operates is fully based on statistics that work in the long term and which I can check out here.

The expected dump arrived, buying back at a discount with our 30% USDT holdings

Buying back $SOL at 10% discount since we cashed out.

I'm very pleased with the new auto-invest feature. It automates DCA during the bear market

Everyone is an expert in detecting the bottom... ** Until they aren't **

Remember who said $SOL was dead at $8

I missed the market humbling the bears 🐻

While everyone on Twitter is bearish on $SOL and the fud is obvious, these are the best times to buy or DCA historically.

Wish you all a happy new Year!

Nothing new to report other than the fact that we are still in a bear market. There is a lot of noise worth ignoring. Meanwhile our investments are still top quality and we are top 5 in the last month.

Cheers 🍹

#THORChain is now integrated to the Trustwallet Android app. We've come a long way. One big reason we invested in Rune over a year ago was that we expected it to be integrated into a big wallet app eventually. The potential for growth in the next bull market will be gigantuos. 

If I might talk to you informally for a moment: We'll make eye-watering amounts of money in the next years 🔥 

$SOL is getting crushed due to pure FUD. Nothing about the fundamentals changed. It is still the fastest growing chain TX wise, and has one of the biggest, most thriving DEV communities. Those two metrics are more important than everything else for me. This market irrationality is a lifetime opportunity to get more exposure to SOL.

Yesterday was wild. Shows how ruthless a bear market can be. Currently, total crypto market cap touches the previous ATH. It is very possible that it won't hold and we see one more draw-down. But it's not worth trading with the strategy balance. The best strategy is to keep practicing DCA, the next bull market will officially start in 2024. So there is no rush.