portfolio ath thoughts

- btc leads a portfolio into aths, i sense the ppl who don’t have btc are the ppl who need to forget their peak portfolio because they’ll never get back if they don’t rebalance into btc routinely

- hype is outperforming every other major and with the alleged next airdrop coming + many protocols having tokens + the insane aprs live on evm atm i can’t think why the majority of “major exposure” - apart from what you want in btc - shouldn’t be here (the why imo is the potential legal risk of cexs going after them)

- wanna reposition stables farming protocols, i feel like live yield on hyperevm or nft lending at attractive ltvs is going to outperform providing liquidity for points at the moment

- private investments are markedly reduced, reduced check sizes, more conviction. proceeds being split between stable farms, btc, and some more hype