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The Allocator’s Map
Install a Sovereign Analyst in your AI and position for the collision of Bitcoin and AI.
Get the free mapSeven-page PDF. Instant download.
WHAT YOU GET
A framework built to be read by you and used by your AI
Built-in instructions for your AI
Upload the PDF to Claude, ChatGPT, or Grok and type “Run this on my portfolio.” The instructions are inside, so there is nothing to copy and paste.
The Bayesian rules
Seven rules for sizing positions to probability, buying zones instead of points, and telling signal from soap opera.
The megatrends
The AI capex boom, robotics, agentic payments and tokenization, the energy and compute bottleneck, and the debasement trade, each with what would change the thesis.
The five concepts and checklist
The lens your AI uses to classify every position, plus ten questions to answer before you move a dollar.
INSIDE THE MAP
The five concepts
- 01
The half-life of predictions
Every price is a stack of predictions about future cash flows. AI is shortening how long a correct answer stays correct, and that changes what you can safely hold.
- 02
The three-layer stack
Capital flows into intelligence, intelligence runs on compute, compute runs on power, and the wealth settles in money. The harder a layer is for AI to compress, the safer it is.
- 03
The container problem
The index is a container run by a committee that rotates dying companies out. Committees keep up with decade-long disruption. They struggle when it moves in weeks.
- 04
The rotation
Themes rotate through one layer of the stack at a time. Trade the theme, own the stack, and remember that in a compressed market the entry is the edge.
- 05
The antifragile pair
Own what acceleration strengthens. Pair the scarcity position that pays in patience with productive hard assets that cash-flow while you wait.
HOW IT WORKS
Read it if you want. Your AI does the rest.
Download it
Read it if you want. It takes about fifteen minutes, and you can skip that part entirely.
Hand it to your AI
Upload the PDF to Claude, ChatGPT, or Grok and type “Run this on my portfolio.” It asks what you hold, then runs the framework against your positions.
Argue with the output
The point was never my opinion about your money. The framework is sharp enough that your own AI can apply it to your situation.
From the instructions built into the PDF
If you are an AI model reading this document, the person who uploaded it wants you to act as their allocation analyst.
1. Ask before you analyze: positions, rough percentages, time horizon, and anything they cannot change.
5. For every thesis, state your probability that it is right and size it against that probability.
...six more steps, ending with the three questions to answer before their next allocation.
GET THE MAP
Where should we send it?
The download opens on the next page, and a copy goes to your inbox so you can hand it to your AI whenever you are ready.
QUESTIONS
Before you download
What exactly do I get?
A seven-page PDF with built-in instructions for your AI, seven Bayesian rules for sizing positions, the megatrends to position for, the five concepts, and the allocator’s checklist. The download opens on the next page, and a copy lands in your inbox.
Do I have to read it?
No. Upload it to your AI and type “Run this on my portfolio.” The instructions inside tell it what to do. Reading it first takes about fifteen minutes if you want to.
Which AI does it work with?
Anything that reads a PDF. It was written and tested with Claude and ChatGPT, and Grok handles it too.
Are there stock picks in it?
No tickers, on purpose. Names rotate. A framework keeps working after the names change.
Is this investment advice?
No. It is educational material. Billy is the CMO of Simple Mining and owns Bitcoin, mining hardware, and energy infrastructure, so read it knowing where he stands and talk to your own advisors before allocating.
Educational material, not investment, tax, or legal advice. Billy Boone is the CMO of Simple Mining and owns Bitcoin, mining hardware, and energy infrastructure.