Onramp Bitcoin Media Larry Fink & Stanley Druckenmiller Describe the Bitcoin Endgame
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Dec 8, 2025 This discussion dives into Larry Fink's insights on Bitcoin and the evolving landscape of sovereign wealth funds investing in digital assets. The hosts tackle the nuances of Bitcoin as a non-inflationary store of value compared to traditional assets like gold. They explore global crypto adoption trends, particularly in emerging markets, and the strategic moves being made in the Middle East. Risks associated with cryptocurrency custody and the urgent need for robust infrastructure solutions also take center stage.
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Concentrate On High-Conviction Bets
- Stanley Druckenmiller argues concentrated bets plus vigilant oversight beat broad diversification taught in business school.
- He stresses visualizing 18–24 months forward to find a few high-conviction opportunities that produce most returns.
Use Principled, Multi-User Custody Controls
- With Bitcoin, prefer concentrating into the best custody solutions rather than scattering holdings across many custodians.
- Implement governance, quorum approvals, and audit controls for institutional treasury custody.
Bitcoin As A Store Of Capital Between Opportunities
- Bitcoin offers a unique monetary alternative to holding cash during persistent money‑supply growth.
- Liam Nelson notes Bitcoin (like gold) can store capital until better investment opportunities arise.