Would love your 2 cents on this. Imagine a guy who is retired, 45 years old. Have 15 btc ($1.5M) in deep cold storage, another $1M in 80/20 of mstr/fbtc in a roth ira.

Do you try to market time a top and sell some of either the real btc or roth funds to avoid a 50%+ drawdown and stay comfy through the next bear?

Or perhaps market cycles are dead? Matt Krater had a video recently saying he def doesn't think they are dead and 2026 will be a red year, then we have Joe Carlasare (who I respect a ton) saying cycles like the past are finished and we just start aligning more with macro cycles.