Prediction evidence

So the question was if I had a 100k to invest today, how much would I allocate to trading vs spot ports and how would I allocate the balance in my spot port for a 4 year time horizon. Here is my answer: 80% spot, 20% trading port. The 80% sits in mid to long term investments- typically until the end of the secular bull run (for this example we can assume the end of the 4 year time horizon for example). The 20% is used to actively trade in and out of any position on any asset that my heart desires. "But Cred, if you keep 80% of your capital sitting in long term investments that may take years to move, isn't there a massive opportunity cost?" No, not at all, and this is one of the biggest misconceptions I see around here. Opportunity cost DOESN'T EXIST in today's environment when you have access to all the margin/leverage tools that we have today. As an example, if you have a 100k port and no access to margin and leverage, then you would need to utilize 100% of that capital to trade a 100k position. However, with access to leverage and margin, you can use 10k of that capital to trade the exact same 100k position while the other 90% of your capital can sit off exchanges, or in this case, in mid to long term investments. When used correctly, and with "proper" position sizing, there is ZERO additional risk to using leverage or margin to trade a 100k position with only 10k of capital vs using 100k of your capital to trade that same position without leverage. When used correctly, leverage/margin can allow you to remove capital constraints and trade effectively with your intended size while at the same time freeing up otherwise "locked up" capital with which you can invest in longer term, high conviction, "set it and forget it" bets. If the above isn't making sense to you and you don't understand why or how this is possible, I recommend watching my 3 video series that breaks it all down in 25 minutes (total) which you can find here: https://t.co/0ppzdg4FTx Now for the second part of the question- how would I allocate it over the next 4 years: At this stage since these are longer term, end of cycle bets, and because I am now not worried about timing and "opportunity cost", I am simply looking to buy the highest R/R coins that I can that I believe are fundamentally sound, at bargain prices, and will still be here until the end of the cycle when it's time to cash out. For my "blue chips", I would pass on $BTC (which was my "blue chip" pick until 100k+) and instead allocate to $ETH and $XRP. For the rest of my exposure, I'd go with my "top" picks, the same tokens I've been talking about for years that are all fundamentally sound from a technology and tokenomics perspective- which include $HBAR, $CRV, $CVX, and $TRAC off the top of my head. For diversification sake, I'd probably look to add maybe 2-3 more high conviction tokens to this list at most. Also worth noting I'd go heavier on $CVX over $CRV, simply because of the potential to earn yield while I wait for the eventual price rise. If interested in potential yield projections on $CVX, you can read an article I wrote about it here: https://t.co/6pk8IztFEL The % that you allocate to the "blue chips" vs smaller more volatile alts is a personal choice that will differ for everyone imo. For me, I would focus on the blue chips in tax deferred, retirement accounts if possible while getting exposure to the smaller cap alts outside of those venues. My personal split would probs be something along the lines of 30-50% blue chips, 50-70% smaller cap alts- but that ratio will obviously fluctuate with time and price, especially considering the expectation that the "blue chips" will be first out of the gates.