No matter what numbers you plug in, an exposure of 80% or 90% #Crypto today does not make rational sense, unless you sit on major profits anyway and would not be hurt losing -50% over next year. There are plenty of other great uncorrelated opportunities to invest in that will lower your risk, and increase your likelihood of success.
I go through the reasons why Crypto, and particularly #Bitcoin $BTC, is at high risk of deflating in price, looking at fundamentals, lack of transaction growth, lack of strong hands, macro events likely to negatively impact as well, but most importantly why future top in 2023 very likely only 3T, which implies we will end this year likely lower around $250B instead of the $350B where we are today, and won't even breach the ATH of $800B in 2021, but only in 2022.
Why top next Crypto bubble likely only 2.5 T in 2023:
https://twitter.com/MarcDeMesel/status/1313357292688076800Here my photoshop of how #Crypto future will likely look:
https://twitter.com/MarcDeMesel/status/1313805262713692160This video I show trendline extrapolated in future shows top valuation of next cycle:
https://www.youtube.com/watch?v=Ic4sbgB_Ggw...
https://www.youtube.com/watch?v=462l9p-iEGw