| Ticker | Mentions | Stance | Conv | Entry | P&L YTD | Theme | Thesis (click to expand) | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|
| BTC | ×1 | LONG | MED | $78261.30 | Crypto | If Bitcoin is a very good inflation hedge, private investors should consider building substantial Bitcoin reserves to protect against dollar depreciation. The US government does not need such a hedge, but individuals exposed to dollar risk do. | Apr 24 | YOUTUBE |