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Investing Beanstock

@investingbeanstock
Гео и язык канала: Весь мир, Английский
Категория: Криптовалюты

Bridging the gap between financial literacy and the layman. Planting one bean at a time till financial freedom🌱
IB is a Crypto-Focused Channel for educational purposes only (Fundamental Focus)
Discussion Link: https://t.me/+z_pzRdFzs7E0NmFl

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Весь мир, Английский
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Криптовалюты
Статистика
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Фильтр публикаций

Investing Beanstock

11 Mar, 07:17

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What is your current portfolio % drawdown from ATH?
Опрос
  •   0%-25%
  •   26%-50%
  •   51%-75%
  •   76%-100%
  •   Portfolio is at ATH
186 голосов
525 0 1 3
Investing Beanstock

11 Mar, 06:12

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We kinda need more forced sellers to puke
577 0 0 1
Investing Beanstock

11 Mar, 05:38

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Also as market continues to nuke, more dead bodies will surface

Someone/some fund/some CEX likely blew up, causing that cascade to ~76K BTC

This drawdown is also not exclusive to crypto either. Stocks are starting to feel pain as well

All these are necessary ingredients for the Fed to actually pivot or even ending QT. I doubt it happens this quarter for the stance shift, but stock market defo needs to feel more pain first before the remedy comes.

As such, it’s super important not to leave your crypto funds in a CEX. They can blow up. They can be destroyed by a bank run

Self custody is key. If you still have any funds idle on any CEX, even reputable ones like Coinbase, get them out and secure them in a hardware wallet if you are not planning to deploy them during this period.

Opsec is key to survival. Not your keys, not your coins
691 0 4 7 3
Investing Beanstock

10 Mar, 20:48

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Sadly, many such cases

The only thing I can say 5th year into my crypto journey is this:

Know what you own, and why you own it

If you borrow conviction, you will be rekt. You gotta figure out wtf you’re doing yourself in a style that fits your own personality. There is no one size fits all strategy

Gut feeling builds from experience, figuring out actual good projects from scams also requires getting rekt multiple times first.

You gotta put in the work to see your gains

As always, your returns is a reflection of how much edge you have vs the market.

If the returns is net negative, you have no edge. Stick to market returns (buying BTC over the long term)

And lastly: If you aspire to be a great trader, you gotta be brutally honest with yourself
904 0 3 14
Investing Beanstock

10 Mar, 20:43

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Good thing too is the larpers/grifters/snake oil salesman/tourists are all exiting one by one

The only way to new ATHs is a cleanse by fire

We gotta get rid of all the filth and disbelievers (and weak hands) first
826 0 2
Investing Beanstock

10 Mar, 20:36

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Personally having stocked up on stables really gives better peace of mind.

Whether the bull stops here or slows down or whatever it doesn’t matter for me, I’m in this for the long haul.

Crypto changed my life, no doubt about that, and I still believe longer term the trend is up and to the right

The goal now is like any other period when we are not in an uptrend: Survive

Hold risk assets to a level you are comfortable sleeping at night, and then just survive and have patience.

In fact prices dropping = risk is dropping. It is a good thing. It also means if you have stables/cash, you will be able to buy at a discount

If you bought at the top or near the top, then take it as a lesson. Understand your own emotions and triggers, and then improvise upon it. That’s the only way to get better

Anyw enough talk, TLDR is just to keep improving each day and survive for another day

Crypto is not going anywhere. We are just in a perpetual oscillator of greed and fear and your goal is to ride through it and keep going

No short cuts, only way is thru constant improvements + patience + sharpening edge
839 0 4 16
Investing Beanstock

10 Mar, 20:28

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Is the bull cycle over
Опрос
  •   Yes
  •   No
114 голосов
862 0 1
Investing Beanstock

10 Mar, 17:19

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We are witnessing reflexivity
954 0 0 3
Investing Beanstock

10 Mar, 07:31

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Репост из: Birds of a Feather
Two things come to mind on this relatively uneventful Monday:

1. You don’t need to always take shots. I’m using this time to mentally reset and explore other avenues of investing / life which are arguably better uses of my time now.

2. It’s not how often you’re right or wrong, but how much you make when you’re right and how much you lose when you’re wrong. In today’s environment every $ you save today will be worth materially more if you can keep it for the next upswing.

Enjoy your week!
831 0 3 3 6
Investing Beanstock

9 Mar, 19:55

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Kinda expected this lull period to drag on tbh.

Revisiting previous cycle ATHs seems more and more likely as a base case. Gotta be mentally prepared.

Risk only money you can lose and hold for conviction for the next 6-9 months at least

Everything else either should already be de-risked or just a waiting game on a clearer signal of deploying.

Holding on to losers thinking they will recover will be useless. Been there done that before. (Which most new participants will do Anyw due to cognitive biases)

Optimise for survival, as long as you can wait it out and have capital before this boring/weird/lull period ends, you still have a fighting chance

Don’t fight against the currents. Forget the portfolio pain. Just focus objectively on what the market is telling you
1.1k 0 6 5 18
Investing Beanstock

9 Mar, 05:56

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1.1k 0 8 5
Investing Beanstock

7 Mar, 16:30

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Репост из: Tree News
U.S. NONFARM PAYROLLS: +151000 (EST. +159000)
U.S. UNEMPLOYMENT RATE: 4.1% (EST. 4.0%)
U.S. AVERAGE HOURLY EARNINGS: +0.3% (EST. +0.3%)
1.1k 0 3 3
Investing Beanstock

7 Mar, 11:25

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1.1k 0 2 2
Investing Beanstock

6 Mar, 18:49

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Slower market environment is a good time to be brushing up basics or even learning new knowledge/skills.

The market consist of ourselves and million others like you and I.

Atomic habits. If you are not improving 1% each day, then eventually you will fall behind the rest of the pack

This is the cold hard truth. Investing/trading ain’t easy. Every effort counts and the best thing is to invest in yourself

Too many people are just stuck in fixed mindsets - “I should have sold the top” “I didn’t buy the bottom” “It’s XXX fault”

If you fail to plan, you plan to fail

Champions adjust, learn, unlearn, re-learn and move forward

Investing is a forward looking game, not a rear view mirror

(Ok end of my mini rant on some low T behaviour I’ve seen on the timeline)
1.4k 0 5 12 12
Investing Beanstock

6 Mar, 18:42

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If you mix speculation behaviour with “investing” or “conviction bet” then I’m sorry your basics suck

Know what you own, and why you own it
1.2k 0 2 9
Investing Beanstock

6 Mar, 05:51

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Point is be mentally prepared for the scenario that BTC revisit previous cycle highs (or near it)

Being mentally prepared reduces your chances of succumbing to irrationality (eg panic selling)

Have clear positioning on what is a core position in your portfolio and what are tactical/satellite positions.

For me I’m most likely going to remain unchanged on my $HYPE holdings as the thesis and fundamentals are only getting better, price just not reflecting it rn due to short-term holders capitulating and general lack of risk-on behaviour.

$BTC is my short-term tactical play at the moment bc I don’t find anything else worth to bid at all. So if we get another “exit pump” scenario, I’ll most likely shore up stables on this positioning and then wait
1.4k 0 3 5
Investing Beanstock

6 Mar, 05:31

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Don't really have a bias short-term, but White House Summit will more or less be a sell-the news event. Watching very closely
1.3k 0 1 7
Investing Beanstock

5 Mar, 07:49

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1.3k 0 1 4
Investing Beanstock

5 Mar, 05:35

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Репост из: y22 trades
seeing so many people talk about „logging off over the summer and come back when conditions are better.“

imho, this is the worst thing you can do. by the time you come back you need time to adjust while those who stayed don‘t need that. you are gonna get fleeced by those who kept in touch with the market. especially in such a fast paced environment.

+ they worked on their game the whole time, while you didn‘t. this doesn‘t mean actively trading, but keeping in touch with the market and work on your process, reflect on mistakes, improve weak areas, learn new skills. i will certainly not go away for more than a couple days. am no tourist. putting the same hours in as i did in a bullish environment.
1.2k 0 2 2
Investing Beanstock

4 Mar, 08:21

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Positioning wise, it’s far better to be holding stuff that won’t disappear in the next 3-9 months timeframe, which requires close to zero active management at least on a daily basis. (This you ownself decide)

The time to be rotating hard and fast is waaaay past. In case some people are still trying their luck at trying to hit a 1000x or even a 5x in this environment

Sharper minds have already been positioning defensively during the froth, and the gambler-types are only now de-risking (capitulation)

Tells you all you need to know about the market as a whole. Ofc take this at face value, I just returned back to the market after a touch-grass session but that is the general observation.

Optimise for survival and defence, always be on the lookout for novel metas/trends, and last but not least be patient
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