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What I’ve learned over the past months from this cast:
1. Airdrop strategy: If you believe in the tokenomics of an altcoin, exit within a month at most. If you don’t believe in it, sell everything right away. For example, with Starknet and zkSync, I opted for the first approach. For projects like Onchain Gaias or Degen, I took the second approach. This is more or less what I did.
2. Exit Strategy: The plan is to split proceeds 50/50 between ETH and RWA (temporarily holding in USDC). Then move the USDC into RWA. I made the mistake of having 100% in ETH, without holding any USDC. When I moved into RWA, I was selling ETH, which was a mistake. I should’ve sold from USDC/DAI instead, to avoid being tied to ETH and its volatility when transitioning to RWA. RWA here refers to real estate, stocks, and other assets.
3. ETH Strategy: The plan is to sell half at $4k into USDC, and move then into RWA over the year. At $8k, do the same. If ETH drops 2-3 times from its ATH, reverse the strategy. 3 replies
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