The Milk Road Show

Time to Go All-In or Correction Incoming? w/ Zeneca

5 snips
May 19, 2025
In this discussion, Zeneca, a crypto analyst and investor freshly back from his honeymoon, shares a sobering perspective on the market. He highlights Bitcoin's record high while suggesting a cautious approach. Zeneca poses an essential question for investors: should one dive in now or brace for a potential correction? The conversation branches into strategies for managing investments amid uncertainty, emphasizing the importance of liquidity and soft skills like patience in navigating the volatile crypto landscape.
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INSIGHT

Most Crypto Trends Toward Zero

  • Almost all crypto assets trend towards zero except Bitcoin, which is unique and resilient.
  • Shorter holding horizons with frequent profit-taking funneling back into Bitcoin and stablecoins is a smart strategy.
ADVICE

Prioritize Bitcoin Over Altcoins

  • Focus on building a crypto allocation starting with Bitcoin before exploring altcoins or L1s.
  • Avoid chasing every new altcoin narrative; diversify cautiously and maintain strong Bitcoin exposure.
ANECDOTE

Selling Crypto Feels Good Now

  • Zeneca sold crypto upon returning from his honeymoon despite the rally, feeling comfortable reducing exposure.
  • Unlike past times, selling now feels good and reduces risk rather than triggering fear of missing out.
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