I’ve been whittling my portfolio size down slowly and steadily over the last yearish — both from the perspective of % allocated to crypto, as well as overall total number of crypto positions
Have never felt better tbh, including times when I had a significantly larger total net worth
Less is more, being diversified outside of crypto is inportant, and peace of mind is everything
This week I wrote about How To Value a Crypto Project
It’s basically an impossible task, but I shared some of the frameworks I think through to even have a chance of valuing the nonsense we trade around here 🙃