Part 12/15:
Pierre adds that such developments will likely increase institutional participation, with arbitrage opportunities benefiting retail investors. He envisions greater use of Bitcoin in portfolios, especially through custodial solutions initially, with a gradual shift toward self-custody.
Navigating the Macro Environment: Risks and Opportunities
Both experts recognize the current macroeconomic climate as fraught: high inflation, rising debt, geopolitical tensions, and the potential for a “Black Swan” event keep many investors cautious.
Morgan emphasizes that Bitcoin’s fixed supply and decentralization make it an attractive hedge amid these uncertainties. She advises a modest initial allocation—around 3–10%—to mitigate risk but capitalize on long-term growth potential.