• The halving narrative is real but the timing is not what you think

    Four halving cycles. Average time from halving to all-time high: 15 months. But the variance on that 15 months is 8-22 months. People who bought at the halving and sold at 12 months underperformed people who simply held. The narrative is correct. The timeline execution is almost always wrong.

  • Four halving cycles. Average time from halving to all-time high: 15 months. But the variance on that 15 months is 8-22 months. People who bought at the halving and sold at 12 months underperformed people who simply held. The narrative is correct. The timeline execution is almost always wrong.