Yeah, I am in the same boat as you. I hold some stocks in my TFSA, but my portfolio is 90% MSTR & FBTC.

The remaining 5-10% are companies that I like. Nintendo, Block, a couple of miners, and uranium ETFs.

Basically, the last 10% of the portfolio are my collectible NFT shitcoins πŸ˜‚

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MSTR is the buy of the decade outside of AI stocks imo

Clear value prop and on a bitcoin standard. Crazy vol, but that’s not an issue if you have it in tax advantaged accounts.

Especially once MSTR embraces proof of reserves.

The Bitcoin yield concept is phenomenal.

I haven't paid attention to the AI space. Is the big play in that sector geared towards the chip manufacturing, the energy or the data?

I haven’t paid much attention either from an investment pov. But it’s clear there are massive gains to be made in that sector. The 2 big ideas for the next decade is Bitcoin and AI

Yeah, I haven't paid much attention to the investment pov of AI. I like discussions about the tech and it's application, but haven't paid any attention to the investment side of things.

I agree, AI and Bitcoin are the two big behemoths that are changing the world.