Making a large re-allocation into Bitcoin as an investor, opting out of tradfi assets like equities, bonds, and real estate, is actually a move from an investor to a saver

“Make saving great again” is a meme that catches it well

But the strange thing then is that you’re in a multi-year trade, in which you’ve made a bet against the status quo

You can draw down, or DCA out of the position if you choose, like a large economic battery at your fingertips

But it requires you to do nothing

- No reporting

- No customer checks

- No board meetings

Literally do nothing

This is the trade

- You can be anywhere

- You can do anything

- You can actually relax

Maybe you’re in the mountains, on a beach, in a desert, parenting, working out, partying, shopping, reading, playing, resting

Literally whatever you choose to do with your time, you’re in the trade

Critically, it’s simple, but not easy

Arguably, HODLing is very hard, all the shiny objects, the altcoins, the AI stocks, the leverage, the Bitcoin Treasury Cos, the trading bot, all of it is trying to coax you out of “the trade”

In many years to come, saying “I just bought Bitcoin and held” will be a thing of legend, but also a thing that seemed obvious

But it wasn’t obvious

Indeed, as I was in the coffee shop today, it struck me, literally no-one here has adopted Bitcoin in a meaningful way, 50% of net assets eg, they’re all on a fiat standard still. Yes there are a few Bitcoiners around, but most would lump it into “crypto”, or worse, say “I don’t buy what I don’t understand”

What an extraordinary time to be involved, to witness, to be

Going long Bitcoin IS the trade of a lifetime

Ignore it at your peril

Making saving great again is the trade

HODL

🙏🏻