In a novel domain like crypto the market will be wrong quite a lot. One big question is whether you can be right any more often than that.  If you lack the confidence to do so, your interest lies in owning the broad market, cap balanced.  Therefore, things move in sync more than fundamentals would dictate.  When that synchrony breaks under pressure of fundamentals, the moves will be strong and fast.  Therefore, if you are betting on a supposed edge, expect long weeks of boredom, followed by sudden moments of wide-eyed shock.

The market has no ideology, so moral merits take a back seat to technical suitability for purpose and vibrancy of the denominated economy.