Gyroscopic Investing

Individual crypto such as bitcoin might be considered as somewhat stock-like, might include a network (blockchain/distributed network) where utility and regulation drive the market cap (value/price).

Instead of a asset allocation such as thirds QQQ (Nasdaq100), gold, short term treasury you might hold thirds in a crypto index such as CCi30, gold, stable coin crypto lending (which for this comparison I assumed yielded the same yield as short term treasury)

https://cci30.com/

The CCi30 is the first independent, rules-based index created to objectively track the performance of the entire cryptocurrency market. By monitoring the 30 largest cryptocurrencies by market capitalization (excluding stablecoins)

17.2% CAGR since 2018 for the CCi30/gold/lending compared to 13.2% CAGR for QQQ/gold/lending

In the case of crypto lending the borrower deposits collateral and if the margin narrows too tightly without having more collateral added then the collateral is sold and the loan is repaid to the lender, so relatively safe. Gold might be held in physical form, in your own possession, so no stocks or bonds (divesting away from US Dollars/assets as all too eagerly the US seems to promote/desire to drive nowadays).

Interesting
How has it done vs bitcoin? I expect it is highly correlated?

I like this idea for someone that is in a country without access to global stocks. I would still prefer stocks if you have access.

I believe you are not allowed to buy bitcoin in places like china though?

It looks like you would have create the index yourself by buying all of the crypto right now?

I wonder if a crypto token could be created that contains the index somehow without counterparty risk.