Favor long spot crypto positions over leveraged equity portfolios due to a perceived superior counterparty risk profile and expected capital flight from traditional markets.
ETH
BTC
HIGH
Apr 11, 18:57
"I like the counterparty risk profile of crypto a lot more than leveraged equities at least as long as there’s predictable capital flight from g10 and China"
April 11, 2026 at 18:57