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