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Portfolio allocation

Optimizing Bitcoin Allocation for Financial Freedom

Optimizing Bitcoin Allocation for Financial Freedom

The March 22, 2025 episode of Rajat Soni podcast presents a detailed overview by Soni on how strategic Bitcoin allocation can transform a traditional portfolio over a 20‐year horizon. Soni’s analysis provides a roadmap for achieving early retirement and long-term financial freedom.

Forecasting Bitcoin Price Trajectories Using Supply and Demand Dynamics

Forecasting Bitcoin Price Trajectories Using Supply and Demand Dynamics

This post gives a non-technical summary of our new Satoshi Action working paper. We developed a Bitcoin supply-and-demand framework and model for forecasting Bitcoin price trajectories out to 2036.

Bitcoin’s Portfolio Power: An Institutional Edge

Bitcoin’s Portfolio Power: An Institutional Edge

The October 25, 2024 episode of The Last Trade podcast features Mark Connors discussing Bitcoin’s emerging role in portfolio diversification and institutional investment, emphasizing its unique risk-reward profile compared to traditional assets.

Treasury Yields, Bitcoin, and Market Shifts: Key Insights

Treasury Yields, Bitcoin, and Market Shifts: Key Insights

In the October 23, 2024 episode of The Bitcoin Layer, Nik Bhatia explores the implications of rising U.S. Treasury yields, analyzing how they affect Bitcoin, gold, and other markets.

Why Bitcoin’s Volatility Is a Critical Asset for Institutional Portfolios

Why Bitcoin’s Volatility Is a Critical Asset for Institutional Portfolios

The October 21, 2024 episode of the Wake Up Call podcast features Chris Kuiper and Jesse Myers exploring the potential for Bitcoin’s volatility to enhance both risk-adjusted and absolute returns, especially within traditional portfolio allocations.

Bitcoin’s Role in Institutional Investment: Navigating Volatility, Custody, and Regulation

Bitcoin’s Role in Institutional Investment: Navigating Volatility, Custody, and Regulation

The October 21, 2024 episode of the Money Matters Podcast had Jack Mallers, Bill Mallers, and Dylan Lieteau discussing Bitcoin’s interaction with central banks, self-custody challenges, regulatory hurdles, and its potential role in institutional portfolios.

Future-Proofing Portfolios with Bitcoin, Gold, and Quality Stocks

Future-Proofing Portfolios with Bitcoin, Gold, and Quality Stocks

The September 6, 2024 episode of The Last Trade featured Jeroen Blokland, who discussed his journey and experience in multi-asset portfolio management, emphasizing the importance of diversifying into scarce assets such as Bitcoin and gold alongside quality stocks.