Part 10/13:
A community question probes whether ETF demand will diminish over time. The presenter firmly believes the opposite: initial days reflect just a fraction of future demand, which will only grow as institutions recognize Bitcoin's value. The current demand is underestimated, and as more investors participate, the supply constraints will push Bitcoin prices higher.
The DeFi Shift and Portfolio Strategies
The speaker advocates a shift towards a 'Crypto 60/40' portfolio, replacing traditional asset classes like bonds and gold with Bitcoin, especially as the risk-return dynamics favor digital assets. While emphasizing caution with leverage—warning against overexposure and the risk of liquidation—he highlights Franklin Templeton’s move into crypto as indicative of mainstream acceptance.