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SECTOR ETFIBITFBTCBULLISHCore thesis · 5/5

No single ticker was named. Bitcoin ETFs are one way for retail investors to get exposure. Not a recommendation.

Bitcoin as the only positive real yield asset

The bull case presented was that Bitcoin is the singular major asset offering a positive real yield in a world where all other 'nonvolatile' assets (gold, bonds, cash) have deeply negative real yields.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Bitcoin as the only positive real yield asset · Zortix