Is Bitcoin an Investable Asset for Every Portfolio? (#41)
Today, we have a special podcast episode, which is all about Bitcoin, discussing topics like: should every investor have some exposure to Bitcoin or is it still too volatile? What’s its intrinsic value anyway? And is Bitcoin a sustainable investment when it consumes more electricity than Argentina? We hosted four excellent guests: Isabella Kaminska, FT Alphaville editor at the Financial Times; Preston Byrne, partner at Anderson Kill; Nick Carter, partner at Castle Island Ventures; and Seamus Donoghue, VP Strategic Alliances at METACO.
Podcast also available on:
Apple Podcasts, Spotify, Google Podcasts, Anchor.fm, Soundcloud, Stitcher, Pocket Casts, TuneIn, Overcast
It’s gone from zero to a trillion dollars from scratch. Then maybe beyond, you’re not going to get there in a linear way. I can’t imagine any other way it would’ve gotten here, which is to say an extremely volatile and bubbly manner.
Main topics discussed:
[00:01:49] Is Bitcoin the new gold?
[00:11:25] How does Bitcoin score on social and corporate governance?
[00:14:37] Is Bitcoin compatible with central bank digital currencies
[00:20:52] Are we in a bubble? So what?
[00:29:31] What’s the logic of large corporates starting to put Bitcoin on their balance sheet?
[00:32:51] What would happen to the price of Bitcoin when you have quite a lot of CBDC’s in circulation?
[00:37:25] Does a small allocation of Bitcoin in every portfolio make sense?
[00:45:10] Are cryptocurrencies use mainly for elicit financing? Is that even true anymore?
[00:54:56] Is there a better alternative to Bitcoin?
Thank you for listening to Structural Shifts by aperture. To learn more about us, visit www.aperture.co. We are strategy for the networked age. Until next time.
Full transcript:
The full transcript of this podcast can be accessed on via this link on aperture.co
