Hey Arepo,
Just wanted to say that I appreciate your posts and this thread in particular. I'm as hopeful as T. Stuart is for the long term but not sure how he justifies flippantly marginalizing your hard work, which since I began tracking it, has been extremely accurate.
While I can appreciate his enthusiasm and tend to agree that hodling will yield long term benefit and gain, isn't there value in short term gains in earning some fiat or making the right moves to maximize your btc holdings as well? IDK, I'm just a dumb noob with much to learn.
Not marginalizing Arepo's work.
I regularly ask him questions and they are sincere.
I happen to think he is one of the more balanced analysts.
But I feel like analysts, particularly those who have been around for a while, are spending too much time using data from previous bubbles and not able to keep up with changes in fundamentals. It is not their fault particularly - the situation is difficult to read because it is being influenced by virality and factors difficult to factor into day to day calculations. I have explained this in several posts.