Don't misunderstand and think that I am encouraging everyone to come back and chase the Bitcoin bull market cycle just to pump the crypto space.

It's just the truth that these three companies won't be able to make money within 3-5 years and are burning huge amounts of cash; the best buying point definitely isn't in the days immediately after the IPO.
The IPOs, each taking hundreds of billions in cash, are just the beginning; in the next few years, they will continue to sell shares.
Buying Nvidia and TSMC means having both income and dreams; buying these three companies only has dreams for now.
Money is just that much—if it only goes out and not in, what can you do?
You can't rewrite Earth's gravity either.
As for rotating back into the crypto space, all sectors are at high levels this year; rotating into cheaper sectors or cyclical sectors isn't very normal, right?
It's not shameful to advise people to buy BTC during the bear market.
If you don't believe it, then rotate into buying gold or the Nikkei at high levels—you make the call with your money.