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All in all, I'd be curious if you have some model or even 'back of the napkin' type calculation you use when determining portfolio allocation into traditional assets vs bitcoin companies, vs saving in bitcoin?
I have a strong mathematical background but I don't really use any calculations. I'm not a trader or anything of the sort, I simply don't have that mentality. I invest in projects I like the sound of because I want to see them do well. I must be clear that I don't invest any significant proportion of my portfolio in things like this, I've only started doing it recently and I haven't seen any meaningful gains from anything like that yet. I'm not confident it'll do better than a simply buy and hodl Bitcoin strategy, but I want to do it anyway.
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