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

Details

UTXO Management's Loren Asmus: Bitcoin isn't a trade, but a portfolio staple. He breaks down institutional adoption, retention, and why education is key.

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 Takeaways 1:54 How Institutions Have Reframed Bitcoin Since the ETFs 2:55 From “Getting Laughed At” to a 2.5% Allocation Study 5:15 Volatility, Drawdowns, and Where Bitcoin Fits in a Portfolio 7:09 UTXO’s Hedge Fund and Preferred Income Strategy 8:33 Why the Bond Market Is the Bridge: Bitcoin as a Credit Default Swap on Debasement 9:52 The Real Barrier Is Education, and Where the Money Comes From 12:45 Buying Opportunity or Warning? A Long-Term Allocation View 14:14 Underwriting an Asset With No Cash Flows: The Denominator 16:10 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.

Bitcoin Core developer responds to AI & Quantum Risk

Building the Berkshire Hathaway of Bitcoin | Twenty One Capital CEO Rapha Zagury

Calamos Investments CEO John Koudounis: Bitcoin Will Hit $1M by 2030

Bitcoin Core developer responds to AI & Quantum Risk

Building the Berkshire Hathaway of Bitcoin | Twenty One Capital CEO Rapha Zagury

Calamos Investments CEO John Koudounis: Bitcoin Will Hit $1M by 2030

AI Coding Agents Drive Surge in Bitcoin Integration Requests: Breez

Watch live, catch up on episodes, and get exclusive content on the go.

Bitcoin Magazine is published by BTC Inc., a subsidiary of Nakamoto Inc. (NASDAQ: NAKA).

Related Coins

BTC

Source

Bitcoin Magazine RSS