BTC : A Framework for understanding its value.

Without earnings or yield. Why is BTC over $100K?

I wrote three missives that directly addressed my BTC holdings.

In Welcome to the PIVOT! I explained by Coin-to-Equities allocation.

In On Personal Resilience I explained how I built my BTC stack over the cycles by adding during deep pullbacks.

In BTC, ETH, SOL... Which to choose? I broke down the 4 different Crypto Baskets, and how I allocate among them.

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