4.8 • 764 Ratings
🗓️ 24 January 2025
⏱️ 110 minutes
🧾️ Download transcript
0:00 - Disclaimer
0:24 - Larry Fink is bullish
8:28 - Ross free
16:54 - Energy policy
25:06 - Crypto policy
34:27 - Meme coins
50:19 - State SBR bills
58:05 - Dollar Index and Gromen analysis
1:15:04 - Coinbase lending
1:28:44 - NYDIG
1:32:38 - Corporate treasuries
1:43:51 - Repeal of SAB-121
1:46:02 - 2025 predictions
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0:00.0 | The following is for informational and entertainment purposes only and should not be construed as financial advice. |
0:05.8 | This discussion is a presentation by 1031, the leading institutional investor focused on the Bitcoin ecosystem. |
0:12.8 | 1031 has over 10 years of experience in Bitcoin and has deployed nearly $150 million into the leading opportunities in the space. |
0:20.8 | To learn more, visit 1031.vc. |
0:24.1 | You, if you're frightened of your debasement of your currency, |
0:31.1 | or you're frightened of your economic or political stability of your country, |
0:36.7 | you can have an internationally based instrument called Bitcoin |
0:43.3 | that will overcome those local fears. |
0:49.3 | And so I'm a big believer in the utilization of that as an instrument. |
0:56.5 | And so if that becomes true and you see that it is, it could be a proper hedge |
1:04.6 | against maybe hope security or equities, the question is, could you see a 2% or 5% allocation? |
1:12.6 | I was with a sovereign wealth fund during this week, and that was a conversation. |
1:18.6 | Should we have a 2% allocation? |
1:20.6 | Should we have a 5% allocation? |
1:22.6 | If everybody adopted that conversation, it would be 500,000, 600,000, 600,000, 700,000 per Bitcoin. |
1:30.3 | But there does it also, I'm not promoting that by the way. So that is not my promotion or |
1:36.2 | Larry, you had a fumble there. It's not if all these sovereign wealth funds have these |
1:41.9 | conversations, the price of good. That it's when they have this conversations. They're all going to have those conversations. Welcome price could go that. It's when they have |
1:44.2 | those conversations. They're all going to have those conversations. Welcome back to Bitcoin Alpha. |
1:47.9 | It's been a month. Gentlemen, shame on us. It's been a month. |
1:55.8 | That's what, you know, that's what happens when you're in the arena, right? Like, things come up |
2:00.6 | and you got to deal with them. So, uh, you know, I think what happens when you're in the arena, right? Like, things come up and you got to deal with them. |
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