BTC Sessions

NEW REPORT Reveals Best Bitcoin + Gold Allocation – 2026 Survival Strategy

14 snips
Jan 15, 2026
Join Sean Newman, podcaster focused on Canadian politics; Becca Amilee, founder at Anchor Watch; and Seb Bunny, author on monetary topics, as they dive into a new Bitwise report on Bitcoin and gold allocations for 2026. They discuss the optimal mix to safeguard against inflation and currency risk. Seb advocates for Bitcoin’s advantages, while Sean values both assets. Becca brings attention to rising retail gold interest and the evolving custody solutions for Bitcoin, emphasizing collaboration between Bitcoin and gold enthusiasts.
Ask episode
AI Snips
Chapters
Books
Transcript
Episode notes
INSIGHT

Gold And Bitcoin Are Complementary

  • Bitwise found splitting a portfolio slice between gold and Bitcoin greatly improved risk-adjusted returns over a decade.
  • Gold smooths downturns while Bitcoin supplies outsized upside, creating complementary roles.
INSIGHT

Sharpe Can Undervalue Bitcoin

  • The Sharpe ratio penalizes upside volatility, which can understate Bitcoin's contribution.
  • Using downside-focused metrics like Sortino can reveal stronger risk-adjusted performance for Bitcoin.
ADVICE

Favor Portable, Verifiable Reserves

  • Prefer assets you can move and verify in a systemic breakdown; Bitcoin offers easier portability and provable reserves.
  • Lean toward Bitcoin for savings if you expect banking or custodial failures.
Get the Snipd Podcast app to discover more snips from this episode
Get the app