PB, your posts in here are really appreciated. You discuss analysis of the influences such as interest rates, inflation, the various and traditional economic sectors, commodities etc (oil/lumber/transports) which pull the levers in the markets.
Would you be prepared to offer any comment/opinion on how bitcoin/crypto's may/may not fit into the investor landscape? Not so much from a merits of bitcoin as an asset perspective, but more from the angle of is it a factor to be considered yet in the flow of funds between sectors or is it still too small?
Appreciate hearing any thoughts you are prepared to share.
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