UTXO’s Loren Asmus: The $300T Bond Market Is Bitcoin’s Next Frontier

Bitcoin Magazine UTXO’s Loren Asmus: The $300T Bond Market Is Bitcoin’s Next Frontier Bitcoin is not a trade, says Loren Asmus of UTXO Management. It is a structural allocation that deserves a place in a portfolio because of its risk-adjusted returns. He shares what he heard at the Bitcoin Treasuries conference, why institutions that get involved tend to stay in, and why education is the real barrier. Chapters:0:00 Bitcoin Treasuries Conference: The Mood and Takeaways1:54 How Institutions Have Reframed Bitcoin Since the ETFs2:55 From “Getting Laughed At” to a 2.5% Allocation Study5:15 Volatility, Drawdowns, and Where Bitcoin Fits in a Portfolio7:09 UTXO’s Hedge Fund and Preferred Income Strategy8:33 Why the Bond Market Is the Bridge: Bitcoin as a Credit Default Swap on Debasement9:52 The Real Barrier Is Education, and Where the Money Comes From12:45 Buying Opportunity or Warning? A Long-Term Allocation View14:14 Underwriting an Asset With No Cash Flows: The Denominator16:10 Why Institutions Stay In Once They Buy, and Final Thoughts This video is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Past performance is not indicative of future results. Investments in digital assets involve significant risk and may result in loss of capital. Both UTXO Management and BTC Inc., producer of BMTV, are owned by Nakamoto Inc. (NASDAQ: NAKA) DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions. This post UTXO’s Loren Asmus: The $300T Bond Market Is Bitcoin’s Next Frontier first appeared on Bitcoin Magazine and is written by Patrick Green.