Big Tech vs Bitcoin
Half Nasdaq 100, half crypto majors.
- Creator
- @prakhar
- Fee
- 0.5%
- Horizon
- 3 years +
- Min buy
- $25
- Self-buy
- House basket, none
Minimum $25. Pay with any token on any chain.
EVM wallets: use Connect in the top bar.
Min buy $25 · creator fee 0.5% + platform fee on buys · selling is free.
Holdings
The Nasdaq 100 in one token. The steady half of the basket.
The largest crypto asset. Held as BTC on NEAR.
The second network, with its own app economy. The most volatile piece here.
Thesis
Two of the biggest stories of the last decade in one bag: the largest US tech companies, and the two largest crypto networks.
Over five years, $1,000 would have become about $1,260. That's behind SPY ($1,640), mainly because it started near the 2021 crypto top: ETH cost the basket about 11 points. Over three years it returned about 20% a year.
The basket rewards patience more than timing.
Risks
Crypto and tech have fallen together in sell-offs; the worst drop here was 55%. BTC and ETH move almost as one (correlation 0.91), so the crypto half is close to a single bet.
Exit signal
I'd rebalance towards QQQ if crypto's share grows past 60% of the basket after a run-up.
