The link for this post uses a read-only front-end for Twitter, which can be easier to read for viewing a full Twitter thread.  The Tweet that kicked off the thread is:

> Nakamoto Portfolio Theory
> -----------------------------
> Portfolio optimization 
> 
> Why every portfolio should have a #bitcoin allocation. 
> A (somewhat) technical thread on portfolio theory.
> [@SwanBitcoin](https://twitter.com/SwanBitcoin)
> 
> Let's dive in...  📈 ▶️

https://twitter.com/alphaazeta/status/1640005261099139073 [[Nitter](https://nitter.at/alphaazeta/status/1640005261099139073)]