Why I own each cryptoasset in a few words

I find it helpful to try and get my investment rationale into as few words as possible. Ideally I would review these (along with my investment theses) from time to time to determine if I should increase, maintain, or decrease a position.

As you can tell my portfolio is steadily expanding, though BTC + ETH still remains ~70% of my holdings.

If you enjoyed this essay, here’s a list of the assets I own and the ones I’ve researched. Find me on Twitter and signup on the right to receive an update when I publish a new essay.