Why I’m Short $1M of ETH.
In this video I offer an alternate viewpoint: What if the magical Q4 pump we were promised doesn't happen? Though I believe BTC can decouple from the 4 year cycle, there are too many holders of alts expecting a magical parabolic pump based on nothing but hopium. I present my bear case for ETH and altcoins, and I have expressed this view by shorting $1M of ETH as well as a basket of what I consider to be vaporware altcoins.
Join the Humble Farmer Army: https://whop.com/humble-farmer-army
Free Newsletter: https://hfaresearch.substack.com/
New Channel: / @farmertaiki
Taiki's Twitter: / taikimaeda2
HFA Research Twitter: / hfaresearch
PODCASTS:
Crypto Market Wizards: • Crypto Market Wizards
Steady Lads: / @0xsteadylads
Timestamps:
0:00 Shorting $1M of ETH
0:29 Alts, ETH, and the 4 Year Cycle
2:42 Why This is Bad for Ethereum
6:33 Trickle Down Dumpanomics
9:04 Why I'm Short $1M of ETH
14:16 Portfolio Construction & Psychology
20:57 Risks to Markets
24:00 Don't Get too Greedy
MY VALUES:
QUALITY OVER QUANTITY
A lot of content creators are incentivized to pump out content for ad revenue. Taiki has never run YouTube ads on his channel because he believes in creating quality content, not monetizing your eyeballs via ads.
On top of not running any YouTube ads, Taiki has never participated in a paid promotion, a channel sponsorship, or even a CEX ref-link.
PREMIUM RESEARCH
HFAResearch offers a Premium subscription. This is not meant to be a "copy trading" service or a “pump and dump” signal group. Taiki publishes two premium videos and an AMA livestream every week. Think of Taiki as your personal research analyst that keeps you on top of the markets so you can focus on what you do best. You also gain access to a private discord with the largest premium DeFi community. There, Taiki also gives frequent updates as well as real-time analysis on current events in crypto.