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Andy· 2025-07-24 14:54
RT Farokh (Perma/Bull) (@farokh)u guys realize Lubin is going to max buy ETH which will make ETH go up which will make $SBET go up and then Tom Lee will get jealous and buy ETH which will make ETH go up, consequently $BMNR will go up and then Lubin will realize he needs to buy more ETH and then Tom Lee will game theorize and try to front run Lubin and then ETH will go up more so $SBET will go up which will give Lubin liquidity to buy more ETH which Tom Lee has to try to match in order to keep up so he buys ...
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Andy· 2025-07-24 10:02
Portfolio Management & Risk Mitigation - Rebalancing portfolios by "taking chips off the table" is crucial as portfolios grow, framing it as rebalancing rather than selling [2] - Cashing out to fiat is a valid strategy for diversifying asset holdings into stocks, gold, real estate, and land, while mitigating self-custody risks [1] - Reducing the mental stress associated with self-custodying a significant portion of net worth is a reason to cash out [1] On-Chain Economy & Crypto Industry Evolution - The on-chain economy is significantly more robust compared to 2021/22, offering easier access to yield earning, safe capital storage, and participation [1] - The true crypto industry win is never leaving the crypto ecosystem [2] Fiat Conversion & Asset Allocation - Cashing out to fiat is necessary for paying taxes and buying other assets to create a balanced portfolio [1]