Crypto Banter Sell Everything.
9 snips
Jan 31, 2026 A blunt call to liquidate speculative altcoins and rebuild from scratch. A math-driven look at how deep percent losses compound recovery odds. A critique of token proliferation and data showing most recent launches remain underwater. A plan to rotate capital into core infrastructure networks using four strict criteria to pick what stays.
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Sell Now And Rotate To Winners
- Sell deeply underwater altcoins now instead of waiting for a full recovery.
- Rotate proceeds into stronger infrastructure tokens with network effects to maximize comeback chances.
Friend's Panic Message
- Ran shared a message from a friend who was down 80% in altcoins and asking whether to sell.
- The message illustrated how many new traders panic each cycle and face the sunk-cost trap.
Sunk Cost Destroys Recovery Odds
- The sunk cost fallacy traps traders into holding losing positions to avoid admitting loss.
- Being down 80% doesn't prevent further 80% declines, so losses can compound dramatically.