Calculate the overall amount of cash flowing through illicit industries & buried in ground. Now calculate what % need to go through cryptocurrency to have the Market Cap increase in multiples. Once illicit gains enter cryptocurrency, they'll only come out slowly.
I also failed to mention a very small percentage of my overall portfolio is in cryptocurrency. Unknown unknowns for sure.
OVERALL STRATEGY
- Index Fund for Alt-Coins (bottom 10%)
- Time Horizon: 20-30 Years
- Rebalance 1-week (but by adding)
- Shit coins drop off, sell
KNOWLEDGE
- Fiat Currency
- Austrian Economics v Keynesian
- Medium of Exchange, irrespective of direct use
- Transportable
- Divisible
- Limited Inflation
- Durability
- Understanding of Money Laundering
- VERY HIGH NET WORTH
- Capital Controls
- Chino/Koreo Persuasion
- Index vs Individual Bets
- Buy & Hold vs Short-Term Gains
- CHINO-KOREA vs US Market
- POLITICAL CORRECTNESS
- Empathy for illicit trade
- Comfort to enter the dark spaces
- Comparative Returns
- For intimate knowledge, be a Linux nerd
- Decentralized Exchanges
COGNITIVE BIAS
- More time spent on it, the more you're convinced
- Projection
COUNTER ARGUMENTS
- Disruptive Technology
- Unknown Unknowns that are negative (Why not Positive?)
====
Dash
BitShares
Stratis
Monero
Zcash
Waves
Siacoin
Stellar Lumens
Dogecoin
Lisk
Factom
DigiByte
GameCredits
Byteball
NXT
Decred
SysCoin
Komodo
Ubiq
Bytecoin
Bitcoin
Ethereum
Ark
ReddCoin
IOTA
Steem
Bitcoin
Ethereum
Ripple
Litecoin
NEM
====
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