100% allocation to companies that increase Bitcoin per share is the wrong allocation. But so is 0%.
Discussion
Make your own decisions.
Personal responsibility or something
Still a good buy or overpriced now?
Not Financial Advice
I think it can go as high as $70/share this year. My base case is around $40. Will be surprised if doesn’t go to at least $20.
Can see it at $200 plus in 3-5 years.
There are some unique tax considerations for Americans trying to hold longer than one calendar year in a taxable account. Best to own in tax advantaged accounts.
Thoughts on Jack Mallers $XXI? ($CEP rn)
I’m in wait and see mode. For funsies.
I don’t have anything to say about them. When they are up and running and I can see what their strategy is and how they are executing I’ll form an opinion.
My knowledge is mostly on Strategy (including their ecosystem) and Metaplanet. I have a small bag of Smarter Web, but I plan to move over to Metaplanet opportunistically.
The only 2 company’s I would feel comfortable holding long term are Strategy and Metaplanet. They have a track record and clear moat. Can’t say the same about anyone else.