I agree with your top four, the clearest pure play picks at the moment, and the diminishing allocation sizes. Different jurisdictions as well.
Strategy and Saylor are in a league of their own. The pr...
Honestly, I’ve lost faith in management of most of these. They are either inexperienced, in it for the opportunity (not really BTC focused or maxi), or both.
It won’t end well, think they will slip up and lose keys, negotiate a terrible deal, get in trouble and start cooking the books, etc.
Even Saylor is doing this in real-time and adjusting.
Best thing is be mostly in BTC. These just add some entertainment and leverage. Few BTCTCs will outperform BTC long-term, assuming management can execute. The others likely to be acquired maybe by MSTR or Metaplanet.
It won’t end well, think they will slip up and lose keys, negotiate a terrible deal, get in trouble and start cooking the books, etc.
Even Saylor is doing this in real-time and adjusting.
Best thing is be mostly in BTC. These just add some entertainment and leverage. Few BTCTCs will outperform BTC long-term, assuming management can execute. The others likely to be acquired maybe by MSTR or Metaplanet.
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