Markets Ripping, Bitcoin All-Time High, & What's the Trade?
1000x
Rebalancing Between Gold, BTC, and Equities
Avi and Jonah discuss portfolio rebalancing as gold and equities rally and how flows could shift into Bitcoin.
Gm! This week, we dig into Uptober, Bitcoin hitting all-time highs, and what's next for markets. We also dig into BTC vs gold, if Bitcoin calls are the best trade, and the surge in speculative appetite that’s now spilling into alts and equities like Galaxy and Zcash. Enjoy!
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Timestamps:
00:00 Welcome to Uptober
04:27 Respect the Breakout
09:15 Bitcoin vs Gold
15:30 This Rally Has Legs
17:26 Ads (Kraken, Peaq, Katana)
18:52 Is it Finally Alt Season?
25:22 Anything Better Than BTC?
28:52 Don’t Sleep on Galaxy
34:22 Sizing is Everything
38:47 Diversification vs Concentration
41:17 Ads (Kraken, Peaq, Katana)
43:20 How & When to Take Risk
48:51 Is Bitcoin Vol the Trade?
55:11 Final Thoughts
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Disclaimer: Nothing said on 1000x is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Avi, Jonah and our guests may hold positions in the companies, funds, or projects discussed.
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