I bought 1,049 more ICP today on Coinbase, and I want to tell you the honest story of how surprisingly hard it was to do — even though I make ICP videos and already hold over 5,000. I put my order in at $2.22 and it filled at $2.21. This is my own experience, not financial advice.
Why now
I hadn't bought ICP in about nine months. I sold thousands back when it was at $5–6, figuring if it ran higher I'd have plenty, and if it dropped I could rebuy. Now it's near what's felt like rock bottom, and I had over $20,000 sitting in the bank doing nothing. So I decided to put my money where my mouth is: take some of that cash and accumulate while ICP is at all-time lows. If it goes to zero, I'm fine; if it runs, this could be worth a lot more.
Why it was psychologically hard
I'd been thinking about this for weeks. The honest difficulty: I've already lost a lot on ICP compared to if I'd just held Bitcoin — the ICP/BTC ratio went from 10,000 to a Bitcoin to 30,000, which was punishing after making thousands of videos. There's the fear of the price dropping right after I buy, the fear of looking foolish publicly, and the fatigue of watching the price fall while the fundamentals improve. Sometimes I question everything myself. But I remember buying Bitcoin at $170 with that same "it has to go up from here" conviction — and being too impatient because I hadn't really done the research. ICP is different; my conviction is based on everything I cover in these videos.
To get over the hump, I asked the universe for a sign: if now's the time, let me see $2.22. I logged into Coinbase and the price was exactly $2.22. I know signs sound a little woo-woo — but a lot of the fears that stop us from acting are just as irrational.
Why I see it as asymmetric
To me this is lower-risk, high-reward — an outlier. A roughly $1 billion market cap for a full-stack blockchain compute platform that cost around $500 million to build is, in my view, insane when AI companies with a few people shoot up out of nowhere. The market keeps rewarding narratives first and fundamentals later, but there's real demand to pay for compute and staking on ICP. I first saw passkey technology on ICP three years ago, before I'd ever seen one anywhere — now everyone uses them. What else is DFINITY years ahead on? Sovereign cloud, AI on chain, being the layer-two for everything.
The low price is the opportunity, just like Bitcoin at $170. I'd love to reach 10,000 ICP one day; this puts me around 6,500. If it dips to ~$1.50 I might add another thousand; if it runs to $3–4 I won't chase it here at $2. Being early is lonely — nobody was on Facebook when I started teaching Facebook marketing either — but that's where the opportunities are. This is my highest-conviction crypto position, and I'm proud I put my money where my mouth is. If you want to follow the full case, watch my ICP playlist here.