Cryptoisekai
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We only hold eth, S, and x33

When the euphoria phase appear, you dont want to hold too many tokens, because we need a fast exit time
Cryptoisekai
This is the beginning of where those who haven't sell will not sell because they think its too late to sell and become diamond hodler, until price comes down a lot and they give up and sold the bottom, thats where we buy back
See this previous post
And now is the reverse
This is the beginning of where those who haven't buy will not buy because they think its too late to buy and become late buyer, until price goes up a lot and they buy the top, becoming the fuel for the euphoria phase, thats where we sell everything
Stock update:
Started DCAing to UNH (United Health)
Cryptoisekai
"We just need to cool off for the next rally".. right? Right?
"This is sucker's rally or this rally will fail like the others".. right? Right?
Even cycle theory from hundreds of years ago agree that we will fully exit everything on 2026 🫡
We still stick to our investment thesis, its still a bull phase but its late in the cycle which make it high volatility so holding spot only
Cryptoisekai
Been on vacation recently, the plan stays the same just hodl until end of this year Cycle theory dictates that the next great buy point is on september
The medium cycle show that the bull phase must start now, local top somewhere in august and the bottom will be somewhere in september, euphoria in Q4
This time spot only, no leverage, very high volatility, MM will hunt your SL even if its only 2x because of high volatility
Cryptoisekai
Profit taken from crypto is allocated to stock now, specifically CHINESE and JAPAN stock
Update:
There is 35% chance that btc already top
This month will decide it, if btc can't break ATH maximum early august, then top already in for btc
No leverage, spot only, profit taken from crypto still in stocks, not adding any more fiat, only initial capital deployed
SPX short to mid term pullback signal, will decrease our stock portofolio in the coming days
Stock update:
We have sold 50% of the entire stock portofolio (big cap, small cap, etc)..we plan to sell the remaining 50% THIS WEEK because cycle theory indicates that SPX local top this week

Crypto we still hold, now it only make up a smaller part of our entire portofolio so we intend to just holding it (reminder that we have taken profit and move it to stocks early this year)
Stock:
SPX new ATH, which means cycle got extended, short term cycle now show top probably on july 22nd coincide with powell speech?

Please note that SPX here refers to S&P 500 the index and NOT the memecoin lol
There will be probably no update on crypto until october since we will not add more, and the fastest time we will sell will be around october (based on current cycle data)

Current main portofolio still stay the same: ETH and S
Stock update:
Buying OSCR, heathcare sector stock, looks insanely undervalued
Cryptoisekai
Stock: SPX new ATH, which means cycle got extended, short term cycle now show top probably on july 22nd coincide with powell speech? Please note that SPX here refers to S&P 500 the index and NOT the memecoin lol
Reminder that tomorrow is powell speech, coincide with cycle theory timing, we have exited all major positions in stocks

For crypto, if a dip happen, we will rotate eth into other coin (outside top 10, but still on the top 100) because we think the bounce will be greater on midcap altcoin going forward