Module 5 · Lesson 2
Sizing and Boundaries
Setting a ceiling, a contribution method and a rebalancing boundary before any capital is committed.
Full Access material
Sizing and Boundaries is part of Full Access
Setting a ceiling, a contribution method and a rebalancing boundary before any capital is committed.
- What you produce
- Introduce the reserve concept and the risk boundaries that must govern any digital-asset allocation.
Educational material only. Nothing here is investment, tax or legal advice.
Reflection question
Would you write the same ceiling if the position had fallen 60% last month? If not, which figure reflects your actual judgement?
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How this applies by framework phase
The same material reads differently depending on what your capital needs to do next. You may be in more than one phase at a time.
- Capital Building
- Read this as a question about direction: which surplus, which income stream, and which asset should the next dollar move toward — and what would make that move durable rather than opportunistic?
- Capital Conversion
- Read this as a question about productivity: what is the capital you already own currently doing, what cash flow could it support, and what drag, liquidity or liability constraint has to be handled before it can do more?
- Capital Preservation
- Read this as a question about durability: what could force a sale at the wrong time, how much liquidity keeps that from happening, and how is purchasing power protected without abandoning growth entirely?