Bitcoin Is Mooning. Is Now the Time to Diversify? (JWP75)
About this episode
Bitcoin is smashing through all-time highs. I reflect on the psychology of investing in a Bitcoin bull market, how to think about portfolio allocation, and the rise of Bitcoin treasury companies like Matador, MetaPlanet, and MicroStrategy. I explain what Bitcoin Treasury Companies are, how to analyze them, and whether they can outperform Bitcoin's hurdle rate.
TIMESTAMPS:
0:00 - Money Printer Go Burrr
2:27 - Sound Money is Not New
4:26 - Diversify Out of Bitcoin?
6:23 - What are Bitcoin Treasury Companies?
11:26 - Why do Some Bitcoin Treasury Stocks Moon?
16:30 - The Bitcoin Opportunity Fund
19:33 - Where are we in the Bitcoin Cycle?
22:49 - When to Buy Bitcoin Treasury Companies?
24:52 - Beating the Bitcoin Hurdle Rate
26:58 - Closing Thoughts
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