This chapter focuses on constructing cryptocurrency portfolios by analyzing the optimal ratio of Ethereum to Bitcoin through modern portfolio theory. It discusses historical trends, trading strategies, and the significance of market conditions and tax implications for informed investment decisions.
When is this all going to reverse?
That’s the question we asked Benjamin Cowen, YouTuber, Founder of Into The CryptoVerse and famous chart maximalist who does some fantastic technical analysis.
The main goal of this pod is to understand if we're currently going through Ethereum’s bottom but we also cover:
- Are crypto 4 year cycles dead? - What’s next for ETH/BTC? - How’s Ben positioning his portfolio for what’s coming?
0:00 Intro 5:33 Where Are We? 7:44 4 Year Cycles 22:52 ETH/BTC Ratio 29:28 ETH Price Analysis 37:55 Blue Chips vs Altcoins 55:32 ETH/BTC Final Equilibrium 1:01:11 Idiosyncratic Events 1:13:34 The Flippening 1:16:23 The Bull Market 1:20:58 2026 1:25:00 Presidential Election 1:27:30 Ben’s Portfolio 1:32:08 Closing Thoughts