Zortix matched this thesis to Bitcoin ETFs as one way for retail investors to get exposure. Not a recommendation.
Bitcoin allocation normalizes at 2-5%
The discussion argued that Bitcoin allocations in traditional portfolios have increased from a 1% 'go to zero' hedge to a normalized 2-5% range, as portfolio optimizers now point to this higher level after the perceived tail risk of a zero value has diminished.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.