YEdu(@yashascore):I AGREE WITH THIS I stopped trying to rotate a core into a laggard merely because the core has already moved or the laggard is down 70–90%. The reason I hold the core is if its economic transmission chain remains intact. Basically things like usage, recurring revenue, protocol capture, token routing and liquid supply still support the thesis. Also for that framework, I include not mistaking app revenue for token value cuz if the token has no mechanical fee/buyback/burn or collateral demand channel, it is not a core regardless of the protocol narrative.

2026.09.19 09:26

I AGREE WITH THIS I stopped trying to rotate a core into a laggard merely because the core has already moved or the laggard is down 70–90%. The reason I hold the core is if its economic transmission chain remains intact. Basically things like usage, recurring revenue, protocol capture, token routing and liquid supply still support the thesis. Also for that framework, I include not mistaking app revenue for token value cuz if the token has no mechanical fee/buyback/burn or collateral demand channel, it is not a core regardless of the protocol narrative.

Kyle@zeroxkyle

2026.09.18 04:57

btw pro tip for the new guys: during a bull market you should actually be doing *less*, not more by over-rotating on your positions trying to catch the latest thing, or worst still, chase what is pumping, you mathematically erode your gains ex: → you hold $10k of token X. it doesn't move for weeks → you get bored, sell it, and buy token Y, which is already up 50% → Y goes up another 10%. you're at $11k. you feel smart. you don't take profit → Y cools off and drops 27% from the top. you're now at $8k → meanwhile X, the token you sold, finally runs 50% if you had done nothing: $15k because you "did something": $8k. 7k gap from one rotation, and a +25% to get back to where you started in a bull market, the most important thing to do, is sit on your hands. ideally you should have planned, allocated, and all you have left to do now is to hold.