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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