I am derisking (have sold) a portion of my portfolio.
You can all have fun clowning on me when markets bounce.
Reasons
1 - I am paranoid about collateral liquidation risks for loans taken versus BTC and ETH.
2 - An uncomfortably large percentage of my networth is in crypto leaving a small cash position. This needs to change.
3 - Capital preservation
I know the cool thing to say is to buy the dip right now, and current oversold level presents what is likely the first real buying opportunities in the market, which I could take advantage of IF I HAD THE CASH.
Although a lot of people have been catching knives for the last 72 hours, and keep in mind that Japanese markets, US markets, and Iran all present uncertainty which could still bring more attractive opportunities.
I maintain significant crypto holdings.
I am not all out of the market.
I remain long term very bullish on these markets, but the stress of managing a position this size with corresponding liquidation risks on loans was getting to me.
I have no problem rebuying some of these positions higher when the market signals some damn strength. Which it has not yet.
Stay safe out there, I am rooting for you.
PS Feel free to roast me in the comments.