Love this thread. Way more thought here than most.

Within the context of a pure-crypto portfolio (safer assets being outside this scope), how do you feel about utilizing a small allocation (10% or less) of BTC similar to bonds in an aggressive stock portfolio?

Bitcoin doesn't have the same inverse relationship with alts that bonds have with stocks (i.e. if BTC drops, alts tend to tank too), but when alts drop on their own, one might reasonably expect BTC to perform better as a safer haven.

Perform the usual rebalancing during ups/downs, etc.

In your portfolio, LTC seems to be playing a middle ground (I like your heavy allocation). Likely to be the most stable coin, but also with adequate growth potential (the irony of all this being that 2-25x is considered "adequate"). Is it fair to say this is your "bond" allocation? Is that even a valid concept worth pursuing within this space?

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Additionally, what are your thoughts on Ripple (XRP) as both a potential blue chip and as serving in a bond-like, stabilizer role?

I don't know that it hits your growth targets. 250x growth would give it a long-term market cap of 6.25T (there's like a 2000:1 ratio of XRP:LTC supply right now). Now, an apologist would point out that it's got serious devs and is aimed at the ~37T inter-banking market. Fair, but that relies on enterprise adoption vs consumer fomo. Serious influx of capital if it happens, but you have to convince BofA vs Joe Investor. May be a long-term play, but probably not for your 1-year term?

On the flip side, it's largely ignored the recent alt decline and more-or-less tracks BTC (or just moves sideways). Devs hold like 60% of the supply, which sounds like it's meant to hedge against the volatility that would scare corporate customers away from normal crypto (but again, potentially fails your requirements).

Is it weird (stupid?) to consider an alt (or BTC) as a base for storing/hedging value (possibly over growth)? Is the marginal chance of return worth leveraging over fiat?