Lots of people are gloating about $HYPE and $ZEC on the timeline. I own them too (not with crazy size - which I don't regret, because it would've broken my rules in this environment). The thing is, these trades only really mattered if you had the confidence to size up (assuming you nailed both picks and didn't buy anything else). And after 10/10, Middle East, BTC underperformance vs equities - I actually think the +EV move at the time was NOT to size in big to these. R/R didn't make sense. Good assets to hold in your portfolio, but not as obvious of a trade as some are making them out to be. Especially now that prices are extremely elevated. I'll keep playing long continuation, but more interested in other catch-up plays now. This is still a tricky market, so better to set-and-forget into quality with 80%, and trade/take new bets with the other 20%.

'i own them too' - everyone on ct