Anyone still actively allocating funds? Stuck between delta neutral farming until macro outlook turns or adding exposure to cool projects I come across.

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I’m still 20% cash.

Worth noting that I have actively rebalanced some real estate equity into bitcoin throughout the last 6 months though. It proved to be very difficult to be sitting on cash with as much speculation that there has been with the Fed. I got caught up in it and deployed the cash from real estate rebalancing too early.

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Yeah I’m finding it hard to just sit on cash. It’s easy to see in hindsight. I’ve managed to hold off allocating thanks to Darius Dale on the macro minute, they’ve had very good coverage on the macro outlook so far.

I’ll probably just stick to farming for now unless there’s something I really like the look of.

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I am cash heavy but I do have a weekly DCA in that’s been going for a while now

I’ve stopped DCA-ing… we’ve been ranging for quite some time and until we break this 17-22K range (BTC) I’m sitting on my hands

Whether it be a high conviction breakout to the upside, or a brutal dump to new lows I won’t be buying until then

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