The Pomp Podcast cover image

#781 Is The Bitcoin Bear Market Over? w/ Dylan LeClair

The Pomp Podcast

00:00

Is Bill Miller Saying His Portfolio Is 50 % Bitcoin?

Wall Street investors who treat bitcoin like a mno risk on acit and aret valuating things on a bitcoin standard have probably trimmed their holdings. In the meantime, people that have kind of come to understand this is a monetary acid and ar valuating things in bitcoin terms are pumped because they're saving more. The long term holders are starting to t accumulate. There. Werh the d c A, right? So i think there's kind of two classes of investors that are allocating to this thing. And on the margin, you know, the big guys that are investing trillions of dollars across assid classes can have a pretty big effect on this price.

Play episode from 25:57
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app