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Explaining why crypto has low correlation with risk assets and predicting its future as a major institutional asset class.
TRANSCRIPT
Yeah, so I actually strongly believe that Bitcoin and other blockchain assets are going to generally have a very low correlation with risk assets.
The reason is smart money doesn't own it.
And the reason all these other weird asset classes that intrinsically have nothing in common or highly correlated is modern portfolio theory was so successful
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Embracing Paradox
Exploring the balance between opposing principles in investment, such as trust versus skepticism, patience versus urgency, and transparency versus confidentiality, emphasizing the importance of harmony in decision-making.
static1.squarespace.com
Discussing Bitcoin's long-term investment thesis, its volatility, and its low correlation with risk assets due to limited institutional ownership.
TRANSCRIPT
What we've always tried to stress to investors is this is a very disruptive trade. It's a multi-decade trade. And so only put on as much as you could hold if things do go down. In our 12 years of managing money, Bitcoin itself, the best of the currencies has gone down 85% three times. So you have to be able to withstand those kinds of drawdowns.
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Fourteen years ago, David Tepper went on Squawk Box and shared how he made $7bn in a single year and laid out his worldview and a strategy that worked for the coming decade.
Last week, almost fourteen years to the day, David returned to Squawk Box to discuss China, stimulus, AI, and more. He starts by discussing whether... See more
There is a relatively unknown man in Switzerland who invests capital in a particular way that makes almost any investor who learns about it jealous.
Time for a thread 👇🏽👇🏽
Anthony Pompliano 🌪x.com@APompliano Imo the best compilation of investing wisdom was curated by @danbakalarz
https://t.co/mqCQOewQwt
sari azoutx.com
This is Jeff Yan.
He is the co-founder of Hyper Liquid, doing $10B in daily volume.
He went from being a quant at Hudson River Trading to running one of the largest decentralized exchanges in crypto.
Here's what you need to know: https://t.co/eZeRmKQ06g