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

Bitcoin Magazine UTXO’s Loren Asmus: The $300T Bond Market Is Bitcoin’s Next Frontier UTXO Management's Loren Asmus: Bitcoin isn't a trade, but a portfolio staple. He breaks down institutional adoption, retention, and why education is key.

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? A Long-Term Allocation View

14:14 Underwriting an Asset With No Cash Flows: The Denominator

16:10 Why Institutions Stay In Once They Buy, and Final Thoughts

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