I have both but my stock positions in total are much bigger than my btc position.

Btc has limited supply and big demand for it. That’s why it will keep going up. That’s the fundamentals of btc. It has no earnings, income, sales etc… So traditional fundamental analysis doesn’t apply to btc.

Stocks reflect the mood of the economy/customers which is pretty easy to predict.

I have diversified portfolio and it performs just well. No need to pick one over another.