Ep 37 / Portfolio Holds Near $2,000 During a Crypto Selloff

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The portfolio closed at $2,029.18, down only $21.23, or 1.04%. Holding near $2,000 while BTC and ETH sold off materially was the relevant resilience test.

Market context

From Apr 25–May 2, Bitcoin fell from roughly $64,484 to $59,072, while Ethereum declined from around $3,155 to $2,986. The selloff coincided with profit-taking, a tougher Fed-rate outlook, and heavy spot-Bitcoin-ETF outflows.

The available journal figures do not provide a complete split between options income and changes in underlying holdings, so the weekly result is retained as the documented total.

TerraM was recorded around $1.23, separately from portfolio NAV.

See the Performance journal for the wider series.

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