Deconstructing Bitcoin's Zeal Into Investible Theses
It’s all Bitcoin all day in my Twitter feed these days. Quiet are the Tesla bears, the Fed-obsessed, and even the gold bugs. The HODLers are out in full force celebrating Bitcoin’s parabolic, seven-fold resurgence from the ashes of $5,000 (as of the morning of this writing). Frankly, I’m skeptical of Bitcoin. I see it as a speculative tech stock, not digital money. However, I’m not avoiding the cryptocurrency. Instead, I’m trying to determine an appropriate position size and strategy consistent with my investment framework.
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