In my video "Serious Undervaluation Is Here" I recommended to go to big, but still minority exposure as I thought, and still think, bottom was not in. However, you don't want to wait until u estimate bottom is in before you invest the majority of your allocated funds into crypto. You need to build in a margin of safety as you never know for sure where bottom or top will be.
Cutting 50% from previous peak in over and undervaluation is a decent margin of safety, where you can already reduce or increase to a minority or majority exposure. Since previous bear went to -70% undervaluation, going already to majority exposure at -35% undervaluation is the safe thing to do, this was hit already at $4000 BTC/ $200 BCH, and since you should never sell the coins u bought, one should today at $5500 BTC / $300 BH still be at majority exposure.
Time to correct this mistake is not now after pump, but if we get a serious correction back to these valuation,s which is likely to happen sooner or later, even if the bull has started, I would recommend to do so with say 60 or 70% of your planned total allocation. I would still leave enough to scale in more and more until we reach estimated bottom of -85% undervaluation, after which I would recommend to be fully invested.
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https://www.youtube.com/watch?v=bEeFNWxOxHQ
Great vision by devlux on what Nxt needs to do: https://nxtforum.org/general-discussion/time-for-drastic-measures-nxt-2-0-the-nxt-phoenix/msg213388/#msg213388
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https://www.youtube.com/watch?v=t7kHlt-xSHk
Had lost my hope little in #BitcoinCash after noticing lead dev Amaury Sechet is not as serious as I thought. But after seeing recent Roger Ver speech I'm inspired again, and am targeting again a majority exposure $BCH, and only minority $ETH as backup in case I would be wrong about Bitcoin Cash being the biggest opportunity in crypto since Bitcoin launched in 2009
Link Speech Roger Ver:
https://twitter.com/MarcDeMesel/status/1196986463440625664
Link Crypto Investment Plan:
https://docs.google.com/spreadsheets/d/1WSeePxcqVyZ__99I-dAcvMBZuEzTq1DX8KzstSKoS5c
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https://www.youtube.com/watch?v=bsTwjihHB-E
1. Go All In During This Bear
2. Stay All In The Whole Way Up
3. Add Leverage When ATH Is Broken
4. Spend Crypto On Goods & Services
5. Focus On Only a Few Crypto's
6. Help Them Become a Success & Make More Coins Doing So
7. Brake Rule 2 When You Became Filthy Rich
8. Take Holiday During Next Bear and Make Babies
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https://www.youtube.com/watch?v=TDgI5SrOTtg
When I ask myself this question I can feel fear is keeping me from investing in the black sheep of the day: cruise & airlines. Current valuation of Carnival Cruise Lines ($CLL) is 60% below book value, never seen before, even in biggest crises since 1929, 2008 great recession only went 20% below book value.
This is likely a once in a lifetime opportunity to buy a cruise line so cheap. Probably same story for Ryanair, a great company with top leadership, also a track record of creating value for shareholders, and almost as close to book value as it went in 2008.
Think most are wrong to think this corona crises changes society fundamentally and will take years to recover from, simply because the virus kills very little people. Therefore I think likely the fear mongering and lockdowns will quickly be ignored and people will feel comfortable again within a year to go out, dine, travel and party again, and even double up to make up for lost time.
This would cause revenues and valuations of these companies to go back to pre-crises levels within 1 to 2 years, and would tripple my money on average, an amazing return.
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https://www.youtube.com/watch?v=tg9rQVFUwuw
In the past cryptomarket has grown via booms and busts, therefore in the future it will likely continue to grow via booms and busts. Since we just had a boom, next up is most likely a ...
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https://www.youtube.com/watch?v=QD4o_U2RbX4
Critcizing portfolios and showing what to change to increase returns. Looking at which assets to change into what and for how much allocation.
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https://www.youtube.com/watch?v=sCOY6fpsqaM
After the first bubble in 2013 I lost 80% of my gains in the crash thereafter, same happened in second bubble of 2013. Main reason is that I started with too little exposure, in both bubbles I started with only 10% and 20% crypto. But another mistake was that I was too heavily exposed at the top, I had a majority in crypto and could have sold a lot more. I also started buying back too soon during the bear market. My twitter: https://twitter.com/marcdemesel
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https://www.youtube.com/watch?v=0CV8xXd1Ki8
Today another project is forking off from Bitcoin Cash, but again, just like with BSV fork 2 years ago, the implementation free of rent seekers succeeds in keeping the Bitcoin Cash name and BCH ticker. I'm going through the history of Bitcoin to show why Bitcoin Cash today is a great investment and needs your support.
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https://www.youtube.com/watch?v=ks0u0F9J6EM