Coin Stories

James Lavish: Is Bitcoin’s Price Being Suppressed So Banks Can Buy? Hedge Funds, Volatility & Turbocharging the 60/40

54 snips
Mar 11, 2025
Guest
James Lavish
In this conversation with James Lavish, an investor and macro expert, they delve into Bitcoin's price volatility and the suspicion of market manipulation. James highlights how hedge funds are increasingly investing in Bitcoin, suggesting it could enhance traditional portfolios significantly. They discuss the importance of integrating Bitcoin into investment strategies as institutions begin adopting it as a major asset class. The potential for Bitcoin to act as a liquid store of value amid economic challenges is also explored, making a case for its role in the evolving financial landscape.
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INSIGHT

Bitcoin as Macro Asset

  • Bitcoin is now a legitimate macro asset, demanding allocation.
  • A small Bitcoin allocation can turbocharge traditional portfolios like the 60/40.
ADVICE

Portfolio Evaluation

  • Evaluate your current portfolio for Bitcoin integration.
  • Consider Bitcoin's impact given evolving market dynamics.
INSIGHT

Bitcoin Allocation

  • The only wrong Bitcoin allocation is 0%.
  • Bitcoin is becoming a distinct asset class, similar to gold.
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