1000x

When Do We Buy, Global M2, Does Crypto Need A Catalyst, & Owning Your L’s

16 snips
Dec 15, 2025
Discover the critical timing for investing in crypto and Bitcoin's price dynamics. Delve into the relationship between global money supply and precious metals, as well as the divergence of Bitcoin and Ethereum. Explore whether crypto needs a catalyst for growth and the implications of old supply movement. Learn the importance of owning your losses in trading and how financial discipline can shape future successes. The hosts share their insights on market trends, encouraging listeners to remain vigilant for upcoming opportunities.
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ADVICE

Buy Bitcoin In A Defined Value Band

  • If you have dry powder, sell above recent demand and buy toward the lower end of the value band.
  • Target roughly $80k down to $74k per Bitcoin as a tactical buy zone before large deploys.
ADVICE

Harvest Altcoin Losses, Reallocate To Bitcoin

  • Consider tax-loss harvesting alts before year-end and redeploying proceeds into Bitcoin or higher-conviction assets.
  • Use losses on speculative tokens to rebalance toward more defensible stores of value.
INSIGHT

The Altcoin Spray-And-Pray Bubble Burst

  • The altcoin era of easy wins from launching tokens was unsustainably high hit rates and now reversion is occurring.
  • Crypto investors must now evaluate underlying product economics rather than chase token launches.
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