Most investors will spend this bull market making decisions one candle at a time.
Our clients won’t.
After buying Bitcoin around $60K, the next step was not to sit back and hope.
It was to plan the entire bull market.
Last week, we delivered personalized Full-Cycle Bull Market Memos to our Sonderberg Research clients.
These are not generic market reports.
Each memo is built around the individual client’s portfolio, current positioning, available capital, risk exposure and objectives, and lays out how we intend to navigate the entire cycle.
Not just what we like today.
The entire framework.
Redacted Screenshot: Full-Cycle Bull Market Memo
We mapped out:
• How additional capital should be deployed in stages rather than all at once
• What happens if the market pulls back
• What happens if the pullback never comes and the bull market confirms higher
• Which market signals trigger additional exposure
• How different assets should be treated based on their risk and volatility
• When to begin harvesting profits during euphoric moves
• How aggressively different positions should be reduced
• Where harvested profits should sit instead of immediately being chased back into the market
• What conditions would justify deploying that capital again during a correction
• How to approach the eventual late-cycle environment
• And, most importantly, what evidence would tell us that the cycle itself is reaching exhaustion and it is time to substantially de-risk
In other words, we are planning the bull market before the bull market forces you to make emotional decisions.
And different clients received different plans.
One client’s portfolio required a framework around Bitcoin, Ethereum and higher-beta crypto exposure.
Another required a different structure incorporating Bitcoin, Ethereum and crypto-related equities.
That is the point.
There is no universal portfolio.
The underlying research process may be the same, but the execution has to fit the person sitting on the other side of the table.
And now that the plan is built, our clients do not need to wake up every morning wondering:
“Should I buy?”
“Should I sell?”
“Is this the top?”
“Did I miss the move?”
“Should I chase this?”
“What if Bitcoin drops tomorrow?”
Most of those decisions have already been thought through.
They can set their alerts.
They can know which conditions matter.
And until those conditions are met, they do not need to do anything.
Redacted Screenshot: Full-Cycle Bull Market Memo
That is a very different experience from constantly staring at charts, scrolling X, watching YouTube videos and changing your strategy every time the market moves 5%.
The goal is to make investing almost boring.
Research. Plan. Set the triggers. Execute when the evidence arrives.
Then go back to running your business.
Spend time with your family.
Go out for dinner.
Travel.
Focus on the people and things that actually matter to you.
You hired us to spend the time thinking about the markets.
That is what we do.
And as the cycle develops, we continue monitoring the macro environment, liquidity, technical structure, sentiment, positioning and market behavior.
If the evidence changes, the plan changes.
But we are not improvising every week.
We are operating from a framework.
That is what Sonderberg Research is built around.
If you have a meaningful portfolio but feel like you are still making too many investment decisions yourself, especially with what could be an important phase of the cycle ahead, this is exactly the problem we solve.
Book a Strategy Call below and we can look at whether Sonderberg Research is the right fit for you: https://sonderbergresearch.com/schedule
Diego Sonderberg
Sonderberg Research