When to sell the portfolio?

never.
There is no reason in the market that could force one to sell the entire portfolio in one day.

Many completely misinterpret the situation, believing that there is some imaginary single day, week, or month when one needs to buy, and there is some day, week, or month when everything needs to be sold. This is a delusion. There is a GLOBAL: accumulation stage (bear market) — we build our position, distribution stage (end of the bull market) — we sell our position. This is true, BUT this is global. Locally, however, the portfolio consists of projects, each of which has an interest zone for buying and an interest zone for selling. These interest zones are always established individually, and although mainly the interest zones for buying are in the accumulation market stage, and the interest zones for selling are in the distribution stage, this is not a rule.

When to withdraw your investment?

At x2-x3.
I could end it right here, but I hear and read too much around me “I’ll take it at x10”, “I’ll take it when the price is 10, 100, 200” - NO, you can’t do that.

Our task in this market is very simple - to make money over time.
In order to earn money steadily over the long term, you must always stay in the game, in order to always stay in the game you must always have free finances, in order to have free finances you must periodically withdraw your investment.

The Federal Reserve System was created to exercise centralized control over the commercial banking system.
Why does it have a huge impact on the cryptocurrency market?
• performing the duties of the central bank of the United States
• maintaining a balance between the interests of commercial banks and national interests

Opening a video rental business in 2024 is not profitable.
Time moves forward, everything changes in the crypto market, the crypto market is young, so changes are especially noticeable there, crypto has only recently begun to be accepted and it has begun to enter the masses, back in 2014-2017, its users were geeks, enthusiasts, far-sighted investors, now everyone has heard of crypto and a huge percentage of the population is just starting to use it, the market is only going to be regulated, there are still many changes ahead. This introduction was necessary so that my message would be clearer, there are projects on which a fortune has already been made, such projects as Solana, Dot, Avax, Litecoin and many more old-timers of the market, early investors, enthusiasts, and everyone I listed above bought them at prices tens or even hundreds of times cheaper than now. Do they have a future? Most of them don't, the ceiling of most of them is x2-x3 in the midst of a bull market, there is no point in investing in them, a long wait to get a small increase by crypto standards is not what we all gathered here for. A couple of years ago, people analyzed them, discussed them, took risks, bought them and got their profit, then the risk was justified (crypto is always a risk), now the risk is not justified.The tale that this is a fierce fundamental should remain in the minds of hamsters who are far from understanding the market or those for whom x2 after several years of waiting is the ultimate dream. At the moment, we need to analyze new, promising projects that still have everything ahead of them, into which large money is poured, into which large funds are just about to enter, and not those projects that these funds and private investors are leaving, slightly making the weather with news in order to sell to hamsters at a higher price. Analytics have changed, technologies have changed, speeds have increased and many other changes have occurred. We need to try to repeat the success of previous market participants who once earned on Solana, Dota, Avax, but not repeat the purchases that they made.

There is one extremely important point that I often wrote about in passing, implying that it was obvious, but now I decided to highlight this important point.
How to choose a project?
You heard about some project, for example, “lox”, from bloggers, friends, from grandmothers on benches, you dreamed about the name or a million other options, and what to do next?

The market is Demand/Supply and the influence of demand and supply on the formation of value.
You came to the exchange and bought a coin there, there was a demand for the coin.
At the exchange they sold you a coin and satisfied your demand with supply.
High demand and lack of supply - growth
Huge supply and no demand - fall

Briefly.
Market cap is the total value of all coins at their current price - end.
For example, now twt costs $1 and there are 1 billion coins in circulation, which means the capitalization is 1 billion.
If tomorrow there is a sharp demand for the coin and there is no supply (holders and funds will not sell and provide the necessary supply), then the cost of TWT can become, for example, $2 and the capitalization will immediately become not 1 billion but 2. If the demand continues to be not provided with the necessary supply, the price will become $4 and the capitalization will immediately be 4 billion )))

About overflow and when it is appropriate.

There are 2 conditional coins TWT and STRK

According to TWT, the zone of interest is everything below $1

According to STRK, the area of ​​interest is everything below $1
Scenario 1:
Let's say at the time of purchase, coins were bought for $1000 twt and $1000 strk, after 2 months the STRK project had a pump, but the market remained at approximately the same values ​​as it was and we saw the following picture:

It makes absolutely no difference why the next local decline or, on the contrary, local growth occurred, it does not affect the global picture.
Daily slides are just everyday market life that occurs within any stage, and daily analyses and garbage in the information field exist with a single purpose, to fill the heads of market participants, to throw a bunch of all sorts of junk there like into a trash heap.

Post lyrics
September 10, 2022 - a person got into the crypto market, January 10, 2023 - a person, having made a few mistakes, having spent a couple of deposits, having collected his thoughts and having subscribed to 2-5 channels, allocated a conditional $ 5,000 to build a portfolio, decided to act seriously 🦾 Having assessed the situation, filtered the channels, chosen tactics, having set the correct percentage ratio with the words “I will buy for the long term and will stick to the plan”, the person collected a certain number of coins, left stables for an unforeseen event and began to do what he said, namely, stick to the plan 🦾

I didn't write anything about Durov's arrest because before this specific decision, everything I wrote would have been based on "blah blah blah"
Now it has become clear that there will be no prison term, no serious charges and no harsh consequences specifically for Pasha, for several days we all watched an extremely interesting theatrical performance, read hundreds of leaks and had no specifics, every channel posted any fakes, every shit from any talking head immediately flew across all channels and misled more than it shed light.

Cool )

5 million of them are approximately in Satoshi wallets which of course will "never" come to life
Another 5 in the wallets of the first miners and large buyers who got BTC for about 0.000 each 😀
Here you can also add a couple of million from states and large holders like Black Rock and Sailor.

From the answers in the chat to the questions "what is fundamental in crypto"

- Is there a fundamental in crypto?
- Yes, Crypto is just a financial market, and the fundamentals in all financial markets are the same
Demand/supply and the impact of demand and supply on value formation.
Cryptocurrency is no different from the stock market except for its scale and regulation; these are exactly the same companies that have tokens instead of shares, and depending on how the company develops, the ratio of supply and demand changes, which forms the price.

Lyrics.

Each cycle is the same, new heads appear who pay for interviews or podcasts to old heads and tell there the same thing that in the previous cycle the old heads told the previous ones, namely:
“This cycle will not go as usual”, “we live in a unique time”, “everything will be different and only I know how everything will be because I am special and I see this market, I have eaten this life, I have understood the deep meanings and I have a high gift” - well, and then blah blah blah and a bunch of brilliant ideas about how everything will be special.

Sell? - No way!!
If there is less than 65% in the market, it is necessary to buy back.
Is it time to average? - Unfortunately, no, but you can already prepare for it.
Having stables free 35% of the deposit is a must, it is a guarantee of peace of mind, a magic wand that can correct the average purchase price if necessary (not yet).

As after the ETF on BTC, a local barely noticeable growth, then a month or a little more in the zone where the last couple of months have been + - and then an update of the highs.
We observe that the plan does not change, everything in the areas of interest can be bought if the percentage allows it.

65% in the market
35% in stable