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5/ This not a diss of BTC, it is one of the 3 tokens I own, and by definition it's the one token that should be analyzed with a BTC bias! But it represents only a small part of the potential crypto space, from both a product and tech perspective.
6/ Thus I believe that people are over-invested in things that seem like Bitcoin (look good in a BTC-biased analysis), and under-invested in things that seem unlike Bitcoin (look bad in a BTC-biased analysis).
7/ Which means we can profit by thinking of crypto in non-BTC ways, and analyzing investments with less Bitcoin Bias than the crowd. Fin. Thoughts?
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