Excellent post, but to me, Gold and Bitcoin both stand tall, and together they make up most of my portfolio. Timely rotation between them based on fundamentals can really add up a lot. The current gold/bitcoin ratio was breached (from upside) more than 4 years back. Since then there have been lots of swing, but it is where it was in February 2021.

Do you know about BullionStar, a precious metal dealer that can store (for a fee) or deliver your bars and coins?

They actually accept Bitcoin (for buying and selling), i.e. makes them great for rotating.

No affiliation whatsoever, I am just a happy, long-term customer!