Investing Pseudonymously with Maple Leaf Capital
Liquid - Web3 Crypto Investing
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Is There a Foundational Approach to Portfolio Allocation and Construction?
I don't think most people have these kinds of principal approaches, you know, many times they're probably looking at the market. In terms of allocation and construction, I'm sort of of the view that Bitcoin is fundamentally different from everything else in crypto. So that deserves its own allocation, right? And then there is everything else, and everything else is really tech and VC type investing. This is the allocation, the percentage amongst the three allocations should be flexed as you get deeper and deeper into the cycle.
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