Resolve Riffs Investment Podcast From Fringe to Foundational: The Case for Bitcoin in the Modern Portfolio
Jul 31, 2025
Rodrigo Gordillo and Mike Philbrick dive into Bitcoin's transformation from fringe asset to essential portfolio component. They explore Bitcoin and gold's unique qualities, advocating for strategic allocation in diverse portfolios. The discussion highlights how regulatory advancements and innovative ETFs are fostering Bitcoin's mainstream acceptance. Return stacking techniques are analyzed to maximize portfolio performance despite volatility. This insightful conversation is packed with essential strategies for adapting to today’s shifting investment landscape.
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Regulatory Clarity Accelerates Adoption
- Regulatory clarity from recent U.S. legislation has materially reduced institutional barriers to Bitcoin allocation.
- Mike Philbrick argues advisors now face reputational risk for not understanding or offering crypto exposure.
Advisor Ownership Vs Recommendation Gap
- Mike Philbrick highlights that roughly half of advisors own crypto but only 20% recommend it, reflecting compliance and fiduciary friction.
- Institutional boards cite regulatory clarity as the top barrier to broader adoption.
Why Hard Assets Earn A Risk Premium
- Rodrigo Gordillo argues gold and Bitcoin earn a risk premium because investors demand compensation for inflation, currency, and policy risks.
- Their scarcity and decentralization explain positive expected returns despite lacking cash flows.