Note: This article represents the personal views of Archie Hamilton and does not constitute investment advice. Cryptocurrency investments carry significant risk and may not be suitable for all investors. Please seek professional financial advice before making any investment decisions. The author has significant personal holdings in cryptocurrency assets.
Introduction: The Greatest Investment Opportunities of Our Time
How many people wish they'd bought Microsoft shares in 1986 (~400,000% return) or Apple in 1999 (~21,000% return)? Bitcoin purchased in 2011 would have rivalled these legendary returns, delivering approximately 323,000% gains to early adopters.
This raises the inevitable question: what will be the equivalent names to hold in 2035 or 2045? What should astute investors be positioning in today to maximise the probability of these life-changing returns for retirement or to provide financial security for the next generation?
While nobody can predict the future with certainty, there are spaces that appear higher probability than others. If it were our money (and we should emphasise that the author has put significant capital where his convictions lie), we would be preparing to bet heavily on cryptocurrency, specifically Bitcoin, as a likely asset class to hold for the next 20 years. Although we don’t advocate timing the market, given the volatility and cyclical nature of this space, we would not be deploying our entire allocation right now due to how far along in the potential 4-year cycle we currently are. We would be waiting for the market to shake out before making significant moves, although we would recommend some dollar cost averaging to make sure we don’t miss out completely.
Is there life beyond Bitcoin? While Bitcoin has emerged as a significant store of value akin to gold, we are also bullish on some of the other blue-chip projects in the crypto ecosystem. We strongly believe that Ethereum, Solana, and Chainlink represent potential Microsoft equivalents of the next 10-20 years—well used and battle-hardened cryptocurrency names that could deliver transformational returns as blockchain infrastructure matures and becomes ubiquitous.