X @Ansem

Market Performance - Stocks have significantly outperformed altcoins since late 2024 [1] - Since August lows, $SOL increased by 30%, while $HOOD increased by 555% [1] Investment Strategy - A key aspect of capital allocation is identifying the fastest-growing asset [1] - The author sold Robinhood trade too early, primarily focusing on crypto [1] - The author derisked a good chunk of portfolio earlier this year, core position is hype [1] Concerns & Outlook - The author lacks strong arguments for a near-term reversal of the stock outperformance trend [1] - The author is seeking constructive feedback on potential catalysts for a shift in this trend [1]