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Strategy, Capital, and Bitcoin with Mike Alfred (WiM113)
The "What is Money?" Show
Is Bitcoin Really a Risk on Asset?
i think i agree with the longer duration correlations breaking down, but it seems lik in those major risk off events a bit coins still very much a risk on asset. Iw expect if that happened to day bidcorn would draw down 50 %, probably. But i don't think we should delude ourselves into believing that that recent history will continue forever. And so my strategyes, ikeo, how do you win in all environments? Well, a, you own equities that are, when they get cheap, and they provide high enough cash fot to justify the risk.
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