I don't think you can really act surprised in Q3/Q4 when BTC is $250k+ at current prices gold is $24tn market cap whatever you think of BTC/digital gold its probably worth more than 9% of gold mcap
20% seems more fair in the short term, $250k with great haste
I don't think you can really act surprised in Q3/Q4 when BTC is $250k+ at current prices gold is $24tn market cap whatever you think of BTC/digital gold its probably worth more than 9% of gold mcap
Right now I want a lot of exposure to the majors and good L1s, a few large ownership stakes in DeFi where we own 4-8% of tokens, take shots at reasonable valuations in private markets for futuristic crypto x energy/AI bets
I also want to do a lot of DePin staking where we can generate alpha creatively
On issues of crypto a sliver of Democrats can generally be trusted to do the right thing, once all other possibilities have been exhausted. Except for Liz Warren - she is out for a walk in the forest with her anti crypto army and no estimated return date