Zortix matched this thesis to Crypto & blockchain ETFs as one way for retail investors to get exposure. Not a recommendation.
Zero crypto allocation implies zero probability of impact
The speaker framed the crypto investment decision as a probability weighting, arguing that a 0% portfolio allocation implies a belief crypto has a 0% chance of mattering financially, which is now untenable.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.