According to @CryptoMichNL, he is fully holding altcoins and is max long before rotating to cash, citing accelerating adoption, market mispricing, and new market participants as his trade thesis; source: @CryptoMichNL. He states that a 1000% portfolio return requires outsized and uncommon risk-taking rather than average positioning, framing this as a high-beta strategy; source: @CryptoMichNL. He characterizes the current period as crypto’s final easy cycle and plans to de-risk into cash after this phase, indicating a cycle-timed approach; source: @CryptoMichNL.