I’d be interested in everyone else’s opinion about the odds that Bitcoin becomes an asset class to rival gold (say at least $2T market cap vs the $8T gold currently is). Right now I’m guessing 20%. Those odds still make the current price a positive expected value (since the 1/5 future has such a handsome payoff), but with a 4/5 chance of failure it wouldn’t be very smart to do this with more than a few percent of net worth. Thoughts?