1/ 🧵 Warren Buffett is sending a quiet warning — crypto investors shouldn’t ignore it
He’s not doing interviews.
He’s moving capital.
And the signal is defensive.
Here’s what actually matters for crypto 👇
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2/ Valuations are stretched
Berkshire Hathaway has been a net seller for 12 straight quarters.
Cash levels are at record highs.
That’s not fear.
That’s discipline.
In crypto terms:
When everything is pumping, risk is usually rising.
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3/ Late-cycle behavior looks exciting… until it isn’t
Most assets are priced for perfection.
That’s when mistakes get expensive.
Chasing low-quality coins just because they’re green
is how capital gets destroyed late cycle.
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4/ Cash is leverage — especially in crypto
Cash isn’t “dead money.”
Cash is optionality.
Buffett holds dry powder to buy when panic hits.
In crypto, volatility creates opportunity — but only if you’re liquid.
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5/ Fully invested = no flexibility
If you’re 100% deployed right now,
you’ve removed your future advantage.
No cash = no ability to act
when real discounts show up.
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6/ Stay invested — but be ruthless
This is NOT “sell everything.”
Buffett still buys — but only elite assets.
Crypto version:
• Strong liquidity
• Proven narratives
• Cycle-tested
• Clear utility or dominance
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7/ Weak tokens don’t survive late cycles
No emotional attachment.
No hope trades.
If the balance sheet is weak,
or the narrative is thin — it gets cut.
No mercy.
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8/ Zoom out
Across equities and crypto,
valuations are sitting at historically risky levels.
Buffett’s behavior isn’t bearish.
It’s late-cycle discipline.
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9/ Bottom line
Don’t panic.
Don’t get greedy.
Hold cash.
Own quality.
Wait for mistakes — yours or the market’s.
That’s how capital survives late cycles.
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Survival comes first.
Opportunities come after.
#$BTC #S#$SOL #$Crypto #$Bitcoin #$Altcoins #$Investing #$Markets
