Bitcoin buying system: $64,000. The lower the score, the more I buy.
2026-07-27 07:32
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The only thing that can withstand market sentiment at 11 PM is the rules written on ordinary days.
สรุปโดย AI
ขยาย
- Core Thesis: As an ordinary investor with a family and a full-time job, the author, having learned from the failure of altcoin investments in the last cycle, has opted for a simplified 100% Bitcoin strategy. By utilizing the CSH risk scoring system for dynamic dollar-cost averaging and exit plans, the author emphasizes that a systematic set of rules is more reliable than relying on market sentiment.
- Key Elements:
- The author is currently 100% allocated to Bitcoin with zero altcoins, reasoning that balancing family and work leaves no time to track altcoin rotations, and that Bitcoin outperformed most of their altcoin holdings in the last cycle.
- Using the CSH scoring system (currently 25.6/100, indicating an early cycle phase) for dynamic DCA, purchases are made when the score is in the 10-30 range. The lower the score, the higher the position size. Exit plans are also pre-defined to avoid emotional decisions.
- Tracking the portfolio using both USD and Bitcoin benchmarks, the author notes that if altcoins fail to appreciate faster than Bitcoin, they effectively incur losses when measured in BTC. This underscores Bitcoin as the core benchmark for the entire asset class.
- The current market cap of altcoins relative to Bitcoin (TOTAL3/BTC) stands at 0.37, while the historical cycle bottom is around 0.25. This suggests the altcoin season has yet to begin, and Bitcoin's dominance is still rising.
- Visa launching a stablecoin platform and Morgan Stanley enabling spot BTC trading for E*TRADE clients indicate that infrastructure continues to be built during the bear market, and future buyers may come from the traditional financial sector.
Original Author: Jake Pahor
Original Translation: TechFlow
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