5min chapter

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BCB095_MATT PINES: Aliens, Geopolitics & Bitcoin

Blue Collar Bitcoin

CHAPTER

Risk Premium in Treasury Security Market

Sovereign wealth managers that freely use treasuries will have to add a new risk premium to their portfolio calculations. The sanctions matter because if you're a sovereign wealth manager in the middle east, turkey or in india they may worry that their room for maneuver may be subject to coercion by the united states. Bitcoin right now is still small still very volatile it's not all that liquid compared to like a g7 fiat bond or gold um or farmland but i think it has an interesting parlay in. I don't want to become too overt on this and start acquiring bitcoin as a diversification hedge against U.S politics. Gold does complete sub-sufres of what bitcoin does

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