Crypto vs gold as inflation hedge — unpopular opinion
BTC ETF inflows: averaging $800M/day over the past month. BlackRock's IBIT now holds more BTC than MicroStrategy. Institutional adoption is not theoretical — it's happening.
15 Comments
How did this perform during the 2022 drawdown?
What catalyst are you watching for?
I ran the same numbers. You're on the right track.
This is the way.
Counterpoint: what happens if rates stay elevated longer?
Be careful about survivorship bias in this analysis.
The hardest part is just not touching it during a crash.
Curious about the rebalancing approach. Annual or threshold-based?
Counterpoint: what happens if rates stay elevated longer?
Not financial advice but I'm doing the exact same thing.
I respectfully disagree. The data suggests otherwise.
What's your target withdrawal rate in retirement?
What's your target withdrawal rate in retirement?
The exit strategy is what most people don't think about.
What catalyst are you watching for?
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