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…

Read more on BitcoinMagazine