5 Comments
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DC Capital's avatar

the 88% of net revenue outside BTC is the real hinge, but the 2031 target still has to survive a 68% fall on a 54% BTC drawdown. what metric would make you add after a crypto washout?

Will's avatar

Hi Oliver. Trying to figure out where COIN stands in your investing universe: buy, watch list, etc?

The Pareto Investor's avatar

Own AI-finance rails while crypto infrastructure still compounds.

https://paretoinvestor.substack.com/p/how-the-ai-bubble-compares-to-history

Oliver | MMMT Wealth's avatar

Hey will… it’s in my portfolio. Do you see it? One of my largest positions