There is a massive opportunity cost to holding gold, and it’s too high for me to hold any of it.
Discussion
Now do every other asset class, lulz.
Truth
Personally, I hope this cycle or next takes my 11% BTC allocation to 50-80%. At that point, I will rebalance annually, letting BTC be the lead horse. When I’ve modeled a 50-80% allocation, it doesn’t really matter what the other stuff in the portfolio is. 50% Bitcoin/ 50% Cash does just as well as a 50% basket of stocks, bonds, cash, gold, real estate, whatever.