Great post, and thanks for you thorough analysis! Of the money you have allocated to cryptos, how many percent do you currently have in cash? And if you have cash, what scenario are you waiting for to deploy it?

I've been slowly building a long-term crypto portfolio over the past three months, but I'm only 50% invested so far. If you had to take a guess, do you think it is more likely that we will get another opportunity to buy Bitcoin around $10K, $8K or even $5K, or will we not see those levels again before we see $23,000 or more?

Looking at the previous Bitcoin price history, and taking your altcoin exodus thesis into account, it looks to me like Bitcoin will not break the December 22 low before hitting $20K again. If so, I probably should try to buy some more here at the $14K-$15K levels. What do you think?