Bitcoin is the biggest macro trade of our lifetime.

We invested when Bitcoin was $65. Everyone said we were crazy. We said they were early.

Most investors undersize their crypto allocation because they treat it like speculation rather than conviction.

Blockchain is a fundamental shift in how value is transferred. This is internet-level change.

I've held through four 80% drawdowns. Each time, everyone said crypto was dead. Each time, it wasn't.

If you believe in the technology, size your position accordingly.