After weeks of frustration, there’s finally a hint of optimism in the podcast. In episode 25 of the AltCryptoCast, Sjuul and Frits reflect on painful mistakes but primarily look forward. Their message: those who sold too late can still recover, provided you’re willing to adapt your strategy.
“We Should Have Sold Earlier” #
The hosts are always open about their errors. After significant gains in tokens like Pump, Pepe, and Worldcoin, they failed to take profits in time. “You look at that 200% gain and think: should I sell now? But you don’t. And then suddenly it’s too late,” says Frits.
We really dropped the ball there.
According to Sjuul, this stems from lacking a clear exit strategy. “You simply need to decide beforehand: at x% profit, I sell. Period. We didn’t have that clearly defined.” The portfolio is now down 23%, but the atmosphere is better than in previous episodes. Not because prices have recovered, but because their approach is changing.
New Phase, New Positions #
With a fresh perspective, the hosts choose some surprising new picks: BAT (Basic Attention Token) and Bitcoin Cash are added to the portfolio. BAT receives support due to its solid product and the new version of the Brave browser, while BCH benefits from ETF rumors and a growing community.
At the same time, previous holdings like Worldcoin, TAO, and Wormhole are partially reduced. Ethereum remains intact, though they critically examine the impact of the Fusaka upgrade, which is now live. Hope for a relief rally hasn’t faded, but it needs to come quickly.
Exit Strategy: Polymarket and Psychology #
Beyond price action, they also look at Polymarket predictions as a sentiment indicator. “It’s like a public consensus in real-time,” says Frits. “You often see doubt emerge there earlier than on Twitter.”
Yet recovery isn’t just about strategy and numbers. It’s also about mindset. “We feel better because we’re taking action,” says Sjuul.
Even if you’re in the red, it helps to have a plan. Then you no longer feel like a passenger in your own portfolio.