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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 TheoryNakamoto Portfolio Theory



Portfolio optimization

Why every portfolio should have a #bitcoin allocation.
A (somewhat) technical thread on portfolio theory.
@SwanBitcoin

Let's dive in... 📈 ▶️

https://twitter.com/alphaazeta/status/1640005261099139073 [Nitter]