Integrating Bitcoin into Insurance Portfolios for Long-Term Growth

This chapter explores how Bitcoin can enhance the performance of insurance portfolios, comparing its potential returns to conventional investments like the S&P 500. It discusses strategies for integrating Bitcoin into insurance operations while addressing volatility concerns and promoting a conservative investment approach.

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Garrett Johnston shares why Bitcoin—not crypto—should be the foundation for insurance innovation. We explore regulatory friction, risk evolution, and strategic adoption for carriers and corporates.

IN THIS EPISODE YOU’LL LEARN:

00:00 - Intro

04:57 - How digital asset risk profiles evolve as companies scale

16:09 - The case for Bitcoin in insurance company treasuries

16:15 - Why Bitcoin enhances risk-adjusted returns in institutional portfolios

21:39 - Why current regulatory frameworks hinder BTC adoption

21:54 - How NAIC rules classify BTC as a non-admitted asset

22:07 - The importance of state-by-state education and reform

30:28 - Gaps in current insurance coverage for Bitcoin-native businesses

45:03 -Why “Bitcoin not crypto” is critical in traditional insurance circles

47:12 - ESG misconceptions about Bitcoin in insurance contexts

48:26 - Game theory behind state-level regulatory adoption (e.g., NH SBR)

49:39 - AI’s emerging role in insurance and supply chain risk analysis

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

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