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SLP475 Why Every Portfolio Should Contain Bitcoin with Rapha Zagury

Stephan Livera Podcast

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Bitcoin Captured 10% of the Markets

Norm: Bitcoin is a massive market, $323 billion globally, right? That's the major can again, the number can change up and down a little bit depending on what you read. So we put a probability in show it. And then I did this across all different asset classes. Norm: Even a very low probability is even a very low, very high time horizon thinking, Oh, I think real estate is going to be demonetized by Bitcoin with a 10% probability in 20 years time. He says anybody can get to their own estimates of what the probabilities are, what the time horizons are, and also what the discount rate is. But our base case puts Bitcoin at

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