In the early days of Crypto, we were taught to believe these were currencies.
And in the case of Bitcoin, maybe it is. But when you go down the cap scale, these things are no different than stocks.
For me they’re “Tech” stocks. For Howard they’re “Software” stocks.
Either way, we agree that these are just more stocks we can trade. And if you choose not to, well then you’re leaving a lot of alpha on the table.
Why would you purposely choose to ignore this particular group of names?
Howard and I discussed all of this during a livestream this week.
If you enjoyed this, here’s where else you can hang out with us: