What made me sell most of my Bitcoin a few months ago

https://controlplanecapital.com/p/what-made-me-sell-most-of-my-bitcoin

My goal with this Substack was to open-source most of my Bitcoin research and with this article, I have achieved my goal.

Somehow my last substack article has gotten a lot of traction compared to my other articles.

So far the only other article that's close to it is "How Bitcoin's developers are attacking its Sovereign/Monetary use" ( https://controlplanecapital.com/p/how-bitcoins-developers-are-attacking-2a5 ).

I was going to write the "What made me sell most of my Bitcoin a few months ago" article first, but decided to write it last to be able to interlink and provide more context.

I have moved onto researching other things and have gone full fiat — building price predictions models for Bitcoin and a few companies.

But looking back, this was always going to happen.

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Discussion

Did you go back to fiat?

By fiat, I mean trading/investing, not passively hodling Bitcoin. I am not hodling fiat either if that's what you're asking.

So you returned to TradFI?

~15% of liquid net worth is in self-custody BTC for a Great Taking scenario hedge, rest I use to trade stocks and paper BTC, so I guess mostly TradFI.

I would struggle to sell sats for paper promises. Only value4value would part me with sats.

Good luck with your strategy.

Good article, interesting to see your thought process. I'm about 20% btc. Comfortable with that