Jeroen Blokland, a 20-year multi-asset investment veteran and founder of the BlockLand Smart Multi-Asset Fund, joins the OnRamp team to discuss his thesis of building portfolios around scarcity—combining Bitcoin, physical gold, and quality equities. Blokland explains how his fund bridges the traditional and digital asset worlds by focusing on assets that can participate in what he calls the 'great rebalancing' of the global monetary system. He shares his early personal Bitcoin experience since 2013 and how his thinking evolved from skepticism to conviction as he studied the unique risk-adjusted return profile of Bitcoin. The conversation explores how Bitcoin's asymmetric return characteristics make it a compelling addition to conventional portfolios, even for investors who remain skeptical of a full monetary transition.