Crypto vs gold as inflation hedge — unpopular opinion
My allocation: 60% BTC (store of value), 30% ETH (productive asset), 10% SOL (high beta growth). I keep crypto at 15% of total portfolio.
43 Comments
This is a masterclass. Bookmarked.
Been saying this for years. Nice to see it laid out clearly.
What catalyst are you watching for?
The international allocation debate never gets old.
Any thoughts on doing this in a taxable account?
Have you stress tested this against a 40% drawdown?
Appreciate you sharing the L's too. Most people only post wins.
Have you stress tested this against a 40% drawdown?
Done similar analysis. Your numbers check out.
Done similar analysis. Your numbers check out.
Done similar analysis. Your numbers check out.
The exit strategy is what most people don't think about.
Exactly. The sequence-of-returns issue is severely underappreciated.
Any thoughts on doing this in a taxable account?
This is exactly what I needed to read today.
Have you modeled different interest rate scenarios?
This is the post I needed. Exactly my situation.
What's your target withdrawal rate in retirement?
What's your thoughts on the downside risk here?
What's your target withdrawal rate in retirement?
Good luck! Keep us updated.
The behavioral aspect of investing is so underrated.
Appreciate you sharing the L's too. Most people only post wins.
The compounding at year 20+ is when it gets really wild.
The hardest part is just not touching it during a crash.
Counterpoint: what happens if rates stay elevated longer?
FIRE community is the most underrated corner of personal finance.
Done similar analysis. Your numbers check out.
I was skeptical at first but this changed my mind.
Exactly. The sequence-of-returns issue is severely underappreciated.
Curious about the rebalancing approach. Annual or threshold-based?
Appreciate the transparency here. Most people gatekeep this stuff.
Not financial advice but I'm doing the exact same thing.
The hardest part is just not touching it during a crash.
The behavioral aspect of investing is so underrated.
The fee math always surprises people when you actually do it out.
The compounding at year 20+ is when it gets really wild.
The hardest part is just not touching it during a crash.
I respectfully disagree. The data suggests otherwise.
Have you modeled different interest rate scenarios?
I've been burned by this before. Your caution is warranted.
Appreciate the transparency here. Most people gatekeep this stuff.
Exactly. The sequence-of-returns issue is severely underappreciated.
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