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Bitcoin Opportunity Fund: A Distress Investment Fund
If the world does collapse and Bitcoin does take on that crown of store of value, it eats up gold. It would eat up massive chunks of the investable assets of the world. And it'll be worth a hundred times what it is today. There's so much damage in the space and so much contagion in Bitcoin from all the garbage,. All the fraud and mismanagement and the complete lack of risk management.
James Lavish comes with decades of experience as a fixed income investor, and overall Bitcoin educator. On today’s show, Preston talks to James about how the evolving macro environment doesn’t seem to be hampering the price of Bitcoin, despite the numerous liquidity and central banking actions plugging the global economy.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:16 - What are the most important things to be focusing on in the second quarter of 2023?
02:56 - What James thinks about the disparity between the US and European credit markets right now.
18:04 - James' thoughts on the BTFP.
37:14 - How Bitcoin performs for the rest of this year.
37:38 - Could Bitcoin have a sell-off like we saw in March of 2020 with what might be brewing right now?
45:31 - Portfolio construction for Boomers.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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