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🏆 4 rules for the bull market

PLUS: watch this

GM everyone. This is 2036. We scroll for gems all day so you don’t have to.

Here’s what we’re serving up today 🍲: Ladies and gentlemen - the bull market has officially started. If you want to make it out with actual $$ in your pocket, here are a couple of golden rules…

Let’s dig in.

Bitcoin’s making new all-time highs - again ⭐

Yesterday saw $1 BILLION of inflows into the Bitcoin ETFs - the highest number recorded so far.

This is just the beginning. When altseason kicks into high gear, things will get much crazier.

You should have core holdings in BTC, ETH & SOL.

But you’re inevitably going to want to buy some other altcoins - so here are a few things to remember…

Rule #1: “It’s easier to predict the long-term than the short-term” 🔮 (Naval Ravikant)

No one knows where crypto will be next week - but it’ll probably be much, much higher in 6 months.

The short-term is impossible to predict.

So, if you’re panicking because your coins are going down over days or weeks, zoom out and increase your time horizon

The only way to build wealth in crypto is to:

a) take large positions (you don’t want to be the person who knows crypto’s the future only to put 0.5% of your portfolio in it)…

b) and hold them through the inevitable ups and downs.

For that, you need conviction. Without it:

  • you’ll panic-sell on every -20% move. And there will be many of them.

  • the bull market will be a nightmare because you’re constantly worried about short-term prices

  • you’ll end up chasing shiny objects left and right (there are new ones every day).

We’ll soon get to the stage where EVERYTHING pumps. Until then…

Rule #2: He who chases two rabbits catches neither 🐰

Different narratives and coins will pump at different times, and if you’re constantly trying to catch the latest pump, you likely won’t make it.

If every influencer on YouTube or TikTok is talking about a coin, it’s probably already too late.

Instead, your job is to:

  • HOLD majors (BTC, ETH, SOL) or strong cycle-long narratives (like memecoins, AI, gaming, etc.)

  • sell when things get frothy.

Don’t overpress those buy/sell buttons in between.

And to help you choose what to own outside of the majors…

Rule #3: Left-curve everything 🤦‍♂️

Remember this meme?

It’s the most important in all of crypto.

Most people don’t make it because:

  • they think they’re on the right side of the curve…

  • … when they’re actually in the middle.

If that’s you - you’re not alone. This is my single biggest mistake in crypto.

Still today, I routinely catch myself mid-curving narratives. I overthink. I rationalize everything.

In bear markets, overthinking can help you protect some of your downside.

But in a raging bull market, it can massively stunt your returns.

To help you not mid-curve - ask yourself this: what will the average investor with $500 want to buy in 3 months?

  • modular L3 EVM-narrative they don’t fully understand?

  • OR the dog coin going to $1?

Don’t overthink this.

Rule #4: Be fully allocated 🌊

Over the next few months, you’ll often hear people say:

“I’ll buy when it dips”

But that’s just what they tell themselves to feel better about being on the sidelines while everything is going up.

Because here’s the reality: if you’re not slightly uncomfortable with your crypto exposure, you probably aren’t allocated enough.

We’re about to get opportunities that only come around once every 4 years or so.

Don’t miss out on them because you’re “waiting for a dip”.

Place your bids and let time do its job.

We’re going much higher.

Instead of a regular meme today, go watch this super short video.

It shows the founder of the world’s first AI software engineer - 14 years ago on TV.

I believe this is the beginning of:

  • the end of software engineers

  • the repricing of our AI crypto coins much higher

Enjoy.

DISCLAIMER: None of this is financial advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Please be careful and do your own research.