While I generally agree with your thoughts and find myself in a similar position regarding being fully invested, I think it is important to note that current prices reflect the expectation of future value. Whereas a stock could be modeled to be the present value of cash flows, you can assume that some of these assets reflect a discounted future expected value given the realization of the adoption and use case of their corresponding technology. These valuations are currently reflected in the tug of war that is currently demand vs supply. It reminds me of the early valuations from Amazon when it took them years to turn a profit; despite that, they had multi-billion dollar valuations along with stock price volatility that sent the price soaring and crashing within a 18 month period. Technology continues to advance exponentially and the crypto space and its blockchain technology may be the next broad based application that grows in huge steps.