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Honestly I dont "disagree" with anything, other than the fact Bix was on Rogue Money a day before one of my interviews, and said Litecoin had no use...but I digress ;) I think you have a pretty well balanced portfolio there! The only thing you might think about adding is a "privacy coin". It might be a good speculative move, I am sure some actions taken by governments will effect the price of these coins in the future. Again this is just nitpicking I think you are holding some great coins! :)

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