Tell me about it haha!
I think you nailed it. To me what makes sense is main allocation to MSTR. If someone just held that as their BTCTC portfolio allocation I think long-term it’s fine.
If you want additional exposure you could add Metaplanet, after that it’s difficult. Smarter Web and Capital B could be a smaller third position.
TwentyOne I think will compete because of @jack mallers. Hard to know where to put them now though.
Other than these really hard to know. Management and experience is key with these.
The dark horses are SQNS, ASST, NAKA, and DDC. The rest are lottery tickets.
Did I miss one? I’m losing track.
I think you nailed it. To me what makes sense is main allocation to MSTR. If someone just held that as their BTCTC portfolio allocation I think long-term it’s fine.
If you want additional exposure you could add Metaplanet, after that it’s difficult. Smarter Web and Capital B could be a smaller third position.
TwentyOne I think will compete because of @jack mallers. Hard to know where to put them now though.
Other than these really hard to know. Management and experience is key with these.
The dark horses are SQNS, ASST, NAKA, and DDC. The rest are lottery tickets.
Did I miss one? I’m losing track.
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