I cant disagree with anything you said.
I, too, am thinking of lightening up a bit. My reasoning is not so much I fear a pullback in BTC...we have them often. It is that I think STEEM and BTS offer a great multiple for 2018 than BTC does.
But this is an interesting post from a guy who tends to have his finger on the bitcoin pulse.
Thank you very much! I also think that steem has potential. More potential i think has EOS, which is just starting to rally. I am actually worried about EOS being underrepresented in my portfolio.