Darius Dale just said Bitcoin deserves an allocation in your portfolio because it's a different exposure than stocks, and a different exposure than gold.
Not a new take from him. He's run a 60/30/10 model for a while now, 60% stocks, 30% gold, 10% Bitcoin, built on the idea that each piece moves for different reasons.
Ran the split on a $100k portfolio and that's $10k in Bitcoin sitting next to $30k in gold, not instead of it. That's the part people miss when they hear "Bitcoin vs gold" debates, his framework isn't choosing one, it's stacking two separate insurance policies against two different risks.
What's interesting is where each piece is actually supposed to do its job. Stocks cover growth. Gold covers currency debasement and crisis fear. Bitcoin's meant to cover something neither of those two fully reaches, monetary regime change, if the thesis holds.
Curious if you're running anything close to that split, or still parked in a traditional 60/40 with Bitcoin left out entirely.
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