▶ Coinbase Website: Coinbase.com
▶ CEX Website: cex.io
Jeff Park, Head of Alpha Strategies at Bitwise, discusses his “radical portfolio” theory, advocating for a shift from the traditional 60/40 stocks and bonds allocation to a mix of 60% compliance assets (like stocks and bonds) and 40% resistance assets (such as physical gold, Bitcoin, and scarce collectibles like high-end art or Pokemon cards) to better diversify and hedge against financial repression and systemic risks in modern markets.
Watch David and Bonnie’s interview with Jeff’s colleague Matt Hougan:
*This video was recorded on May 29, 2025.
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 – Intro.
0:58 – The “Radical Portfolio” and Pokemon cards
6:33 – Looking for value
8:26 – “Censorship resistant” and “true ownership”
11:16 – Definitions of value
12:51 – Macro outlook and gold discussion
15:35 – Volatility
17:55 – Custody
22:30 – ETF inflows
26:22 – RWAs and Tokenization
30:22 – Lessons from derivatives trading
34:07 – Altcoins and treasury strategies
38:43 – Advice for investors and personal anecdotes
#investing #economy #bitcoin
▶ Coinbase Website: Coinbase.com
▶ CEX Website: cex.io
Youtube version
