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Bitcoin is the biggest macro trade of our lifetime.

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

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

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

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

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