How do you think about BTC’s opportunity cost?

I've been thinking about BTC’s opportunity cost. People can still be long-term bullish, but when AI stocks, gold, oil, or other trades are moving faster, it becomes harder to decide the portion to allocate to BTC. Holding can still make sense, especially as a core position, but there is a trade-off when other assets have clearer momentum. That is what I keep going back and forth on. I look at BTC on bydfi these days and realized I was comparing it against others with the same capital.

How are you guys here reading BTC now? Still holding as a core position, selling a bit, or rotating into stronger momentum?