i have 75/25 because i am an 8 year old cat planning to retire at 10 to live out my expected 12-15 yr lifespan
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i feel like the crypto equivalent of 60/40 is 60% magic and 40% stablecoin with coins like busd/dai/usdc there are now ways to capture gains w/o having to cross your fingers and pray that tether is legit
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full portfolio in the talebian disclosure spirit. other is alt coins. blotted out is company stockpic.twitter.com/wydIb434Ix
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jim rickard’s rec from his 2021 book “the new great depression”pic.twitter.com/GFUnfYI2r2
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you might think to map it to 60% YOLO and 40% "relatively bluechip" like bitcoin or eth however the purpose of the portfolio is to rebalance/capture vol similar to shannon's demon it is NOT about combining high & not-so-high growth but about ANTI-correlation
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