Knowing When The Tide Shifts

When do you actually rotate?

Crypto is an industry where we constantly talk about rotations due to how lucrative they are but what is not talked about is how how hard they are to execute due to the risk of suffering opportunity cost because you are too early. And in a world of constant dopamine and a necessity for constant green candles, the notion of being too early is the same as being wrong.

I’ve touched upon this briefly, but being too early while everything else is running are among one of the most painful and frustrating feelings you will experience in crypto. The hard part is not to make money in this industry, the hard part is to sit on your hands while everyone else seems to be making money and are flexing their PnL on the timeline.

Flawless rotatons are a pipe dream but inflection points remain key so how do you identify them?