The Last Trade E064: Future-Proofing Multi-Asset Portfolios with Jeroen Blokland
The Last Trade 9/6/24
The Last Trade: a weekly, bitcoin native, interactive podcast covering where Bitcoin and traditional finance meet on a macro scale. Hosted by Jackson Mikalic, Jesse Myers (Croesus), Michael Tanguma, and a special weekly guest host.
Join us as we dive into what Bitcoin means for how individuals & institutions save, invest, and propagate their purchasing power through time. It’s not just another asset – in the digital age, it’s the Last Trade that investors will ever need to make.
0:00 – Introduction to Jeroen Blokland
10:46 – A message from Onramp
11:29 – Portfolio construction & scarce assets
19:08 – Building future-proof multi-asset portfolios
24:09 – The role of volatility in portfolio construction
28:06 – The appeal of gold in portfolio construction
34:18 – The changing landscape of asset allocation
40:50 – Considering counterparty risk of scarce assets
46:49 – Onramp Multi-Institution Custody
48:17 – Transferability & deliverability of scarce assets
53:42 – Potential disruption of traditional institutions
1:00:25 – Appetite for bitcoin in Europe
1:09:00 – Catalyzing bitcoin adoption through education
1:11:26 – Elections & key macro variables to watch
1:15:55 – Outro
We recently released a comprehensive report — “The Evolution of Bitcoin Custody” — detailing the origins of financial asset custody, bitcoin’s unique custodial properties, the various tradeoffs associated with existing forms of bitcoin custody, and the ongoing maturation of solutions in the marketplace. Download the full report here.
We will hosting a webinar on September 10th at 4:15PM EST to discuss this report in detail, delving into the intricate world of bitcoin custody, highlighting its origins, technological advancements, and the disruptive potential of multi-institution custody. Register to attend here.
Schedule time with the link below if you would ever like to learn more about Onramp and please sign up for weekly Research and Analysis to get access to the best content in the ecosystem weekly:
https://onrampbitcoin.com/contact-us/
https://onrampbitcoin.com/category/onramp-media/