I just had a chance to listen to the Bad Crypto Podcast episode 70, hosted by Joel Comm and Travis Wright, who by the way, are not financial advisors.
This episode featured Ronnie Moas, head of Standpoint Research. You can listen to the podcast here and I’ll share some highlights below.
First, if you want to get right to the conversation with Ronnie then fast forward to the 14:30 mark.
Ronnie talked about how it’s good to be diversified. You would have benefitted from the current alt coin rally. He sees the entire crypto market going to $4 trillion in the next few years. But right now there’s too many multi-billion dollar market cap cryptos and if you have a concentrated portfolio in the wrong ones you might be in for a rough ride.
Per Ronnie both BTC and BCH can coexist.
He also mentioned that people paying for his services are paying in crypto 30% of the time, with more using ETH and LTC in addition to BTC.
Some of his winners include XMR, XLM, and ADA. He missed XRP and hasn’t researched it in depth yet.
Ronnie made the point that crypto investors should understand the only number that matters is the market valuation, not the coin price.
He sees the main cryptos as BTC, ETH, LTC, and BCH and then anything else should be 1-2% of your portfolio.
Ultimately, Ronnie thinks his $4 trillion market cap for cryptos could be conservative as there’s over $200 trillion in cash, stocks, bonds, and gold worldwide.
For the full conversation check out the podcast.
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