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I've been trying to warn people that they are all in on one asset, usually Bitcoin or crypto. They usually argue, "it's the fastest horse in the race," or."You can become rich by diversifying."

I try to warn that with this strategy, you will either be rich or destitute. Even if you become rich, when do you diversify? You only know one asset and haven't learned proper risk management.

Anything times zero is zero. One thing goes wrong, and the game is over.

That's why the barbell strategy is brilliant. Your asymmetric speculations can make you rich over time. But your diversified, safer portfolio will ensure you won't go broke.

I trade volatility, mostly uranium, commodity stocks, and Bitcoin miners, with a portion of my portfolio. I save on assets that pay dividends/premiums or will always have value, such as gold and silver.

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Thanks for your thoughtful comment.

The chasers of the "new hot thing" suffer from myopia. I have been there, too. They do believe that their choice is superior and, most importantly, there is no way to be wrong. Suffering losses is the only way to unlearn that behavioral bias.

The problem is we are bound to our comfort zone. Experiencing pain is not on the menu. That's why many market participants chase the new hot thing and never learn their lesson.

Bitcoin, commodities, stocks, bonds, etc., are all tools. They are neither superior nor inferior. A tool is as useful as its user is capable.

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