42 Comments

Really great read Dan. I have been scratching my head about this super cycle and wether or not it will play out. Please talk about it more, specifically price targets. IE- bitocin going to “100k” then drawing down to “30k”. Thanks dan!

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Thank you! I certainly don't think we'll see another 70-80% drawdown like we've seen in the other cycles.

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You mention great content that makes it easier to turn non bitcoiners into beleivers. I am trying to get my mid 50s parents to invest, any suggestions on what to share with them?

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"The bullish case for Bitcoin" by Vijay Boyapati

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Great article, Dan!

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Thanks Rick!

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Brilliant content as usually. This is the Bitcoin`s century. A gift made by men for men. I`ll defend and support this gift for the rest of my life, things so beatiful and precious like this happen few times in a century.

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These types of things only happen a few times in all human history

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I think you are right Dan.

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As always, invaluable content Dan which I just sent to family! Happy Holidays, and HODL on!

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Thank you!

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Great work Dan and I'm glad I found you..

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Thank you!

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I own Zero Coins. How much of a portfolio do you think should be in Bitcoin?

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Bitcoin is not “part” of my portfolio. Bitcoin now makes 98% of portfolio.

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Whatever you're willing to lose.

1% is a good starting point. Personally I'm much more.

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Hi Dan. I don’t understand why you say whatever you are willing to lose. If you support and believe in Bitcoin, how are you going to invest in something that you think you will lose?

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So that its a comfortable enough amount that you can hold through the volatility and not worry about it

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Thanks for the reply Dan. Ive heard 1% or before....I think Chamath said the same. Funny, my entry to the market was the same type of approach with what I was "willing to lose". So far my leap of Faith has been great, not perfect but, great nonetheless. They Finite part of it is very interesting vs just printing as needed. Great article.

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Hey Dan!! Great article, love it! But why investing in BTC you have to think that "how much you are willing to lose"? Personally I don't see it as losing, I see it as winning, on the long term, but winning.

I would say as whatever you are capable of not depending on that money.

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May I ask what% of your total assets in btc/crypto for someone who is so deep into this space? For me its 33% and Im semi retired middle aged with a family.

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You should buy as much as you are willing to win & keep as much fiat as you are willing to lose.

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Fantastic article! Thank you!

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Really wonderful article Dan, Thank you! I believe everything written to be spot on. This cycle definitely has a very different feel

to it. The fomoing in of these large institutions has given it the super solid legs to rise upon. As mentioned, we are lucky enough to be alive for this amazing event in human history where, as a collective, we’re actually moving towards doing something right. Something that actually helps propel humans forward, to actually evolve as a species.

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I appreciate the kind words.

Bitcoin will change the fundamental foundation of our world, value.

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To reach 100 K next year, we need about 10 K appreciation per month. keeping my fingers crossed, sounds unbelievable. Love your writings and podcasts.

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Some days it's gaining 1K a day so very possible

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It’s now February 2021, and we’re halfway to $100,000. You had said we need $10K appreciation per month, we basically did $10K yesterday alone, $38K to $48K. It may have sounded unbelievable just two months ago, but Bitcoin is truly an unbelievable asset. Bet more.

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We may see $50,000-100,000 daily candles towards the top. $100,000 price target is nothing.

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What are your thoughts on some other factors 1) ETFs 2) BTC moving off Exchanges 3) Government Regulation. Do you think these has impact (pos or neg)

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I don't understand how it is different? I mean it just feels like the same schema is repeated every 4 years but at a larger scale. This is what logarithmic chart is about! In 4 years when half the planet had heard of BTC and when many more services will start to accept BTC, we will say it's different. But imo we will repeat the same schema again at a 10x scale. The only time it will be different is when it can not scale anymore.

Maths are strong 💪😳

Am I wrong?

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Really great to re-read this article, thanks DAN!

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Excellent writing. Congrats

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Do you think Bitcoin will drop at all? And how do you feel about Ether and Link?

Thanks,

Someone late to the party but loves to party!

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1995, after Andreesen dropped the first browser on us, thru 2000, it was only whitepapers and a ton of ideas, most lacking, that were pulling in millions upon millions from VC's -- reminiscent of 2017 ico's -- after the crash, a few quiet years passed and a lot of good work was done, and then the market established itself with good tech that got widespread adoption... We are in the 'good tech & adoption phase', and given the financial, political, and social situations, we are at an inflection point. The next 12 to 36 months will be whats in future history books. We are front-running the biggest financial transition in history -- fascinating times.

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