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Columnist

Nadia Rahman

Crypto and digital assets

Follows digital assets without the tribalism. Treats position sizing as the only variable an investor actually controls, and treats a 70% drawdown as a fact of the asset class rather than a surprise.

Crypto

Bitcoin in a portfolio: the real question is not whether, it is how much

An asset that can fall 80% and rise 400% is not judged by direction but by position size. We ran the numbers on what each allocation band…

Aug 8, 2026 2 min read Nadia Rahman