Jeff Park is the Head of Alpha Strategies at Bitwise, and the author of “Radical Portfolio Theory,” the case for a portfolio with 60% centralized state maximal assets, and 40% decentralized, private assets that are state power resistant.
As part of the 40% “resistance” bucket, Jeff argues for an allocation to professional gambling, which could include things like sports betting, poker, and, yes, prediction market trading. We talk:
* DeepSeek: Is “phase 1” of the AI trade over?
* Prediction Markets: Mental tricks from options trading
* Institutional Adoption of Information Markets: Are the banks coming for our Taylor Swift engagement shares?
* The Microstrategy Trade: Who’s the sucker at the table and why convertible equity could be a game changer
* Prediction Rapid Fire
* Strategic Bitcoin reserve when?
* Next nation-states to buy BTC
* Which Microstrategy risks are overblown and what Jeff worries about with the trade
* One big mistake to avoid in BTC price markets
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