가입 후 초대 링크를 공유하면 동영상 재생 및 초대 보상을 받을 수 있습니다.

Simon Dedic
@sjdedic
Founder & Managing Partner @MoonrockCapital
가입 December 2022
2.5K 팔로잉 중    50.8K 팬
The market turns green for few days and suddenly the timeline is euphoric again, everyone posting their gains, everyone an expert. Let me offer a different, more useful take: how to make the most out of the next 12 months. First, understand where we are. This is the very beginning, not the end. When the timeline gets loud you assume it's a top signal, but the real top is when your barber, your Uber driver and your mom are asking which coin to buy. We are nowhere near that. The single biggest mistake you can make right now is letting your bear market scars make your decisions for you. After more than a year of everything bleeding, your instincts are broken. Every green candle feels like the top. Every 2x feels like a gift you need to grab before it disappears. So you sell, you take the small win, you feel relief, and then you watch the thing you sold do another 10x without you. That's not risk management. That's just bear ptsd, and it will cost you this entire cycle. In a bear market you're rewarded for caution. In a bull market you're rewarded for conviction. The hardest part is flipping your brain from one mode to the other at the right time, and most people flip far too late. A few things that actually help: Hold your highest conviction positions through the volatility. Your winners can run longer than you might think. Don't rotate out of a 3x into some "cheaper" play and miss the 20x. But holding doesn't mean never taking profit. Have a plan for both directions before emotion decides for you. Sell on a plan, never on fear. Trust the teams that shipped through the entire bear. Be far more careful with the ones that only appeared last week. And accept that you will miss things. Coins you looked at will 50x without you. Let them go. Chasing what you missed is exactly how you buy tops. You survived the longest bear market, which was the most difficult part. But now it’s time to make the most out of it. Having said that, enjoy it. You earned what’s ahead of us.
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