The David Lin Report Bitcoin ETF Tsunami Ahead: $400-Billion By 2026 Changes Everything | Jeff Park
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Jul 21, 2025 
Jeff Park, Head of Alpha Strategies at Bitwise Asset Management, delves into his radical portfolio theory, proposing a 60/40 split between compliance and resistance assets to combat financial risks. He explores the rising significance of alternative investments like Bitcoin, gold, and collectibles, and discusses how younger generations value personal investments. The conversation also highlights a potential $400 billion influx into Bitcoin ETFs and stresses the evolving role of options trading for retail investors, ensuring they understand market probabilities.
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Radical Portfolio Theory
- The traditional 60/40 portfolio is failing due to high correlations between stocks and bonds caused by government intervention.
- The "radical portfolio" proposes 60% compliance assets and 40% resistance assets like gold and Bitcoin for true diversification.
Resistance Assets Matter
- Resistance assets like physical gold, Bitcoin, and collectibles hold value due to scarcity and censorship resistance.
- These assets cannot be easily leveraged or replicated, providing a hedge against financial repression.
Valuable Pokemon Card Example
- The most valuable Pokemon card today is a rare Japanese Pikachu birthday card.
- In excellent condition, it can be worth up to a million dollars.