> Crypto is new and risky but 0% crypto allocation is most likely the wrong number at this point in the game. It actually seems the perfect number. You don't w

> Crypto is new and risky but 0% crypto allocation is most likely the wrong number at this point in the game. It actually seems the perfect number. You don't want to own anything that is priced for perfect execution for the next 10 years down the road. The rational move is to short because in the best case scenario of perfect execution you get to keep your money. No downside, maximum upside. An example is Microsoft stock 2003-2014. It achieved everything Gates laid out in the 80s and 90s as the way of the future but the stock stayed flat. During this time Windows appeared everywhere from the Kremlin to the ISS and the vision of a PC on every desk and in every home was accomplished. Problem is Gates and the dot com bubble hype were so convincing and compelling in making the case for people to invest in Microsoft that everybody gave him a blank check. When the whole world is anticipating that something will be the next big thing there is no way to make money, because money is made in volatility and uncertanety