here is what i think..... If you have not figured out a way yet to earn consistently in this space, its a gamble using your reserve capital to buy things based on other peoples convictions in this space..... its not your alpha if you don't believe in the thesis and have a little bit of knowledge in it.. you are simply exit liquidity you are at and advantage when you earn consistently giving you the leverage to try a lot of things ..... before you buy anything be confident in what you are buying, having convictions so incase it goes south you can defend your convictions..... following the trend will turn your reserve capital to zero before you eventually start earning consistently