Forget the memes for a second. HODLing isn't about blindly holding a bag until you're a millionaire or get REKT. That's gambling. For me, a long-term hold is an investment in a defensible digital economy. I ask one question: does this project have a real, unbreachable moat?

My checklist is simple. First, value accrual. Does the token capture the value it creates? Ethereum is my prime example; its gas fees are the GDP of a digital nation. The more the network is used, the more valuable ETH becomes. Many tokens are just useless governance shares. Second, network effect as a weapon. A strong community isn't about hype; it's about developers who can't afford not to build on your platform and users who are so locked in that leaving is a real pain. That's a fortress.

So, when do I sell? It’s not about a price target. I sell when the moat gets breached. If a competitor builds a 10x better solution and starts stealing developers and capital, the thesis is broken. I also trim when the market enters a state of collective delusion—when narratives completely detach from reality. My goal isn't to time the top perfectly. It's to take enough off the table to survive the inevitable winter. The graveyard is full of diamond-handed HODLers who mistook a sandcastle for a fortress.#HODLTradingStrategy