I’ve made some catastrophic errors with my own crypto strategy over the years.
I’ve top blasted micro caps. Panic sold the lows. Used leverage. And round tripped over a million dollars of assets that, in hindsight, just weren’t very good investments.
But I’ve done some amazing things too.
I got into NFTs almost at inception.
ETH at $50.
Solana at $8.
And now SUI.
The thing I’ve always been very good at is picking assets.
Because you don’t need to guess when there’s something observable in front of you.
With Layer 1s, you can see the users coming. You can see the applications being built. You can see developer activity going bananas.
That’s why I’ve stuck with SUI through what has been an incredibly difficult period. When most would have sold. In fact my fomer self would have panicked.
To the paying subscribers who stuck with me through it, I’ll never forget your support. You allowed this golden goose to keep growing when crypto was getting absolutely battered.
I also had plenty of messages from people disappointed with the price action.
And I get it.
I should have done better on the timing.
My blind spot was not anticipating how aggressively Trump would implement tariffs and how markets would react to that uncertainty.
When financial conditions tighten and money moves out of risk, crypto gets hit hard.
Bitcoin falls. Altcoins generally fall harder.
SUI has been highly correlated with Bitcoin, so when BTC bleeds, SUI tends to bleed more. But the opposite can happen on the way up too.
Which is what we’re seeing now.
But picking the asset is only half the job.
The real skill from here will be knowing when to sell.
Not trying to nail the exact top. That’s fantasy.
But having a robust framework for scaling out using signals that aren’t laser sharp, but can get you somewhere close to the sweet spot.
I think having strong positions in the best assets, while staying open to new trade ideas as a bull market develops, is the way to play this cycle.
Doing that by yourself is incredibly difficult.
It’s why I created my Founders Group.
People share trade ideas every day. We catch up for monthly market calls. You can get immediate answers when something changes.
But most importantly, it’s become a bit of a family in there. Come in and join us!