ETF Tracker(@TheETFTracker):THE "80% RETURNS IN 15 MONTHS" ERA IS OVER, AND HE SAYS THAT'S A GOOD THING - His rule: distribution rates should track an asset's real long-term return, SPY 10-12%, gold 8-12%, Bitcoin 10-14%. Anything higher isn't sustainable - David Dziekanski, founder and long-time WOLF partner @quantifyfunds, says the naive early pitch was "80% returns in 15 months, I'll get all my money back." That was never true - His team went the other way: long Bitcoin volatility during a 50% drawdown, when vol was at an all-time low

2026.09.19 18:24

THE "80% RETURNS IN 15 MONTHS" ERA IS OVER, AND HE SAYS THAT'S A GOOD THING - His rule: distribution rates should track an asset's real long-term return, SPY 10-12%, gold 8-12%, Bitcoin 10-14%. Anything higher isn't sustainable - David Dziekanski, founder and long-time WOLF partner @quantifyfunds, says the naive early pitch was "80% returns in 15 months, I'll get all my money back." That was never true - His team went the other way: long Bitcoin volatility during a 50% drawdown, when vol was at an all-time low