Jeff Park is a Partner and Chief Investing Officer of ProCap BTC. This conversation was recorded at the Independent Investor Summit in New York. In this conversation we talk about the intelligent investor vs ideological investor, radical portfolio theory, rise of prediction markets, stablecoins, and what the future of bitcoin treasury companies looks like.
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TimeStamps:
- 0:00 - Intro
- 0:35 - Intelligent investor vs Ideological investor
- 3:51 - Radical portfolio theory
- 10:04 - Why prediction markets will be huge
- 15:21 - What is the role of stablecoins?
- 20:41 - Bitcoin treasury companies
- 29:25 - Ideas to trade Strategy
- 35:50 - What happens when the premiums trade at a discount?
- 38:25 - Advice for navigating the world
