"Excited to learn more. Still forming an opinion on asset allocation, but my current thinking is: 1. Just Bitcoin would probably be the best option - simplest, and clear story as successor to gold 2. If folks wanted more variety, you could do a market cap weighted index of crypto" / X
"While I’m excited about a Strategic Reserve, I was surprised by the digital assets being contemplated. Bitcoin is the only asset that meets the bar for a store of value reserve asset. Maybe Ethereum. Digital gold and digital oil. Which mirrors America’s physical reserves of gold" / X
"I have nothing against XRP, SOL, or ADA but I do not think they are suitable for a Strategic Reserve. Only one digital asset in the world right now meets the bar and that digital asset is bitcoin. Many of these assets are listed for trading on @Gemini and meet our rigorous / X