Umar(@umar_xbt):Jez says crypto gives you one perfect trade every 3–4 months and you should hit it as hard as possible “Outside of liquidity constraints or counterparty risk, there’s no reason to put money behind your second-best idea.” “I’ve seen far more concentrated portfolios make it than diversified portfolios. Crypto gives you a softball every three or four months you just have to wait and hit it as hard as you can.” “If you were only allowed to press buy once all year, would you buy right now? That’s the constraint traders should use.”

2026.09.11 08:46

Jez says crypto gives you one perfect trade every 3–4 months and you should hit it as hard as possible “Outside of liquidity constraints or counterparty risk, there’s no reason to put money behind your second-best idea.” “I’ve seen far more concentrated portfolios make it than diversified portfolios. Crypto gives you a softball every three or four months you just have to wait and hit it as hard as you can.” “If you were only allowed to press buy once all year, would you buy right now? That’s the constraint traders should use.”