I’m Selling Every Coin In November — And Yes, I’m Dead Serious

I will sell all my crypto in November.

This is not a joke.

This is not clickbait.

This is a plan I’ve executed before, and it made me more money than any diamond-hands sermon ever did.

Many think I’m an idiot.
They say I’m weak.
They say I’m scared.
They are wrong.

I see a setup I’ve seen twice before.
It paid me in 2017.
It paid me in 2021.
It is lining up again.

Back then everything looked perfect.
Back then the atmosphere was euphoric.
Back then the market turned around in days.

Folks pleaded for “one more leg.”
The market provided them with a cliff.
I’m not waiting for the cliff this time.

Following is my complete November playbook.
I’m spelling it out, line by line.
You may follow it, disregard it, or ridicule it.
But when the music stops, I will already be at the door.

History doesn’t repeat, but it certainly has a love affair with karaoke.
The last act always rhymes.

Then gravity does what gravity does.

In 2017 the last melt-up lasted weeks, not months.
Bitcoin topped out first.
Ethereum pressed a little higher afterward.
Altcoins became face-melters for a blink.

Then they dropped 60–80% in what could’ve been a long weekend.

In 2021 the film replayed with more production value.
Institutions nodded along.
Media frothed into a frenzy.
Retail ran in like a bull.

Then the air pocket.
Then the airless vacuum.

Every cycle prints a last blow-off.
Every cycle tempts you to be greedy at precisely the worst moment.
Every cycle rewards hesitation with ferocity.

The Fed just cut 25 bps.
That is gasoline, not water.
That money does not linger in bonds for more than a nanosecond.

It goes hunting.
It craves speed.
It craves dopamine.
It craves Bitcoin first.

The initial impulse always defaults to BTC.
That is exactly what we’re seeing.

This is Act One.
Act One is not the whole play.

After Bitcoin, the baton passes to Ethereum.
When ETH wakes up, the mindset flips to “risk-on.”

That’s your signal that the final act is arming.

Then alts ignite.
Not gently.
Violently.

This is the grand finale.
It is glorious and lethal.

Yes, ETFs exist now.
Yes, institutions are here.
Yes, BTC on exchanges sits at multi-year lows.
Scarcity narratives are loud.
Everything looks peak bullish.

That is exactly why I’m cautious.

ETFs concentrate flows.
They also focus exit doors.
One rotten macro headline can reverse those flows.

You don’t battle a crowd rush down a small corridor.
You position close to the exit and leave ahead of time.

Supply is strained, but reflexivity is tighter.
When prices gap up, leverage chases.
When leverage overextends, unwinds are ferocious.

Human nature didn’t change just because an ETF was approved.
Humans still panic.
Humans still FOMO.
Humans still get dumped on.

I’m not pretending to be a wizard.
I’m not pretending to call tops to the candle.
I use simple, boring, brutal metrics.

In 2017 and 2021 these clusters nailed the neighborhood of the peaks.
Not the exact minute.
The neighborhood.
That is enough to plan exits.

I’m not timing a single candle.
I am front-running the sequence I’ve watched twice.

The alt window is the shortest.
It is also the loudest.
It is the most lucrative for the patient.
It is the most ruinous for the greedy.

In 2021 the actual alt fireworks lasted just over a month.
On the next run I would expect even less.

Flow is more algorithmic.
Execution is quicker.
Stories cycle in days.

If you blink, you chase tops.
If you wait, you carry bags.

Because after reversals, alts dump 20–30% per day.
They never come back to those highs.
Liquidity vanishes.
Teams disappear.
Roadmaps vanish.
Charts become archaeology.

Leaving “later” becomes leaving in a panic.

Talk is cheap.
Execution pays.

I write the plan prior to the dopamine taking hold.
I read the plan when the dopamine screams at me.

Good.
That means my remaining tranches sell higher.
That means my realized PnL grows.
That implies that I can buy back with a clear head if the trend really does continue.

I maintain an invalidation.
Two consecutive weekly closes above my “crazy but possible” line indicates that I reassess.

Not FOMO.
Reassess.

An end to a cycle isn’t an IQ test.
It’s a nerve test.

Your timeline gets smaller.
Your feed is screaming.
Your friends are bragging.
Your brain is begging.

Everybody’s a genius at the peak.
Media pretends Bitcoin was always meant to happen.
Apps trend in the top 10.
Aunties are asking how to purchase.
Google Trends peaks.

This feels like validation.
It is distribution.

Smart money sells to loud money.
I won’t be loud money.
I wish to be liquid when the music ends.

I adore Bitcoin.
I honor Ethereum.
I revere builders.
But my account balance pays my life, not my beliefs.

Holding forever is a beautiful religion if you can bear 80% drawdowns and wait years.
Most can’t.
Most don’t.
Most fake it.
Then they give up at the worst moment.

I would rather book profits into strength.
I would rather avoid the crater.
I would rather redistribute when air is pure and risk premium re-prices.

ETFs made bid fabric consistent.
They also made story fabric consistent.
Stories numb risk sensors.
That’s risky.

Exchange balances are thin.
That widens squeeze potential in both directions.
It also increases the speed of mean reversion when bids step away.

Perps amplify everything.
Funding positive for too long is not a medal.
It’s a warning.

Crowded longs unwind together.
When they do, there are no chairs.

I don’t guess.
I check.
I repeat.

Green on most of the above indicates distribution is imminent.
I sell into it, not after it.

I don’t YOLO into random farm APYs.
I am not donating my cycle gains to smart-contract roulette.

I handle “earn” screens as if they were casino tables.
Security is more important up top.

Nothing spoils a victory lap more than a phishing email.

“You’re going to miss the supercycle.”
Perhaps.
Or perhaps the supercycle is a Twitter term for “I didn’t sell and I hope it comes back.”

“You can’t time the market.”
I’m not timing the minute.
I’m respecting the phase.

“Institutions won’t let it fall.”
Institutions are not your parents.
They reap gains just like everybody else.
They just do it in nicer suits.

“Aren’t you bullish long-term?”
Absolutely.
That is why I hold cash when the next real accumulation starts.
Dry powder is a superpower.

I don’t wait for the bell.
I front-run it.

I leave feeling to influencers.
I leave euphoria to telegram rooms.
I leave denial to bagholders.

I get my profit and I go outside.

I won’t feign to call the actual top.
I will wait for the first large flush.
I will wait for the first fatal bounce.
I will wait for time to elapse.

Then I will rebuild positions incrementally.

The objective is straightforward:
Preserve principal.
Compound through cycles.
Allow hype to pay for patience.

When you notice I sold in November, don’t confuse it with fear.
It’s not panic.
It’s not bitterness.
It’s discipline hardened in two previous wars.

The cycle always dies the same.
The names vary.
The acronyms vary.
The charts rhyme.

November is the final clean window to lock in gains before emotions take over logic.
November is the month to sell euphoria for liquidity.
November is the month that the big money departs quietly as the crowd cries for new all-time highs.

I will be joining them.
I will thank the market for the presents.
I will bank the victories.
I will not become greedy.

Sell into the sprint. Not in the stumble.

If I’m mistaken, I lose a tail.
If I’m correct, I retain the lion’s share.

That gamble created me in 2017.
It preserved me in 2021.
It will work again.

Call me an idiot today.
I’ll be liquid tomorrow.
I’ll be patient tomorrow.
And when the next build-up begins, I’ll be willing to purchase what others are compelled to sell.

That is how you ride cycles.
That is how you grow.
That is why I’m selling all my crypto in November.

For the longest time, I used to scour Twitter + Grok for my research and sentiment analysis. For the last weeks, I’ve been giving Perplexity Pro a try — and it seriously blew my mind.

Home → Finance → Crypto. So, there is an inbuilt section for crypto. It’s like having a research analyst built into the browser. How do I use it?

If you’re invested in crypto or simply curious, you should also give it a try.

By Market Unfiltered on September 26, 2025.

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Exported from Medium on March 8, 2026.