

Bitcoin & Gold Are Money, Everything Else is Credit
Aug 11, 2025
Delve into the transformative potential of Bitcoin as a legitimate form of 'sound money,' alongside gold. Hear about Harvard's bold investment move signaling institutional confidence in Bitcoin. Discover the evolving practices of Bitcoin custody, risks of direct holdings, and market dynamics influenced by U.S. tariffs. Learn how Bitcoin adoption intersects with national security and economic development. Finally, explore current perspectives on Bitcoin within traditional finance and the changing e-commerce landscape.
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Harvard Joins Bitcoin Through IBIT
- Harvard disclosed a purchase of roughly $117 million of IBIT, signaling institutional acceptance of Bitcoin ETFs.
- This 0.2% allocation reframes Bitcoin as a market-weight, not an ideological bet.
Bitcoin And Gold Are Paired Reserves
- Harvard allocated to both Bitcoin and gold, treating them as similar reserve assets.
- The hosts argue Bitcoin is an improved form of gold for sound-money allocations.
Career Risk For Bitcoin Allocation Falls
- ETF approvals and Harvard's move reduced career risk for allocators to buy Bitcoin.
- That legitimization lets institutions consider material long-term Bitcoin positions.