
Investing Pseudonymously with Maple Leaf Capital
Liquid - Web3 Crypto Investing
00:00
The Last Piece Is Flexing the Allocation Ratio
If Bitcoin gets the kind of half today, I think everything we see that's not Bitcoin will drop 80 to 90%. And therefore, this goes back to the Aboriginal point, which is there is the web three sort of thesis, but it right now still hugs the Bitcoin cycle to a great extent. In the future, when Bitcoin gets more and more stable and mature, if it does, and what three takes a life on its own, then the cycle is decoupled. So this allocation may no longer apply. But as for now, as we get closer and closer to a potential Bitcoin top, and it could be 100k,. It could be factor, it could be million, I
Transcript
Play full episode