I think a lot about this. However, most of the companies making profit are concentrated and, perhaps the ETF diversification narrative is a fallacy. It seems like tech is the only reasonable investment category. Plus, any time a technological breakthrough can make a company instantly obsolete. You also have dividends, labor (exec team) costs, that leak out with stocks.

If we take a step back, the money flows going into Bitcoin and crypto should have an outsized impact. How much more money can flow into Apple, Microsoft, and Nvidia? How much will the flows impact the stock prices? As low-growth companies copy Microstrategy’s playbook to keep relevant, more Bitcoin will be locked up further increasing the price.

There are so many positive narratives for Bitcoin that ignoring it can cost significantly more than embracing it. As stated, every stock you own has tremendous counterparty risk. Bitcoin is a superior investment because it has no competition, lower counterparty risk, and increasing money flows that will significantly raise its value.

It’s simply a matter of people learning about it and educating themselves. The earlier people embrace it, the more upside they will experience.

Obviously, I have a lot of conviction. Thanks for the discourse!