TL;DR: The classic 60/40 portfolio is being redefined as Bitcoin replaces bonds in modern portfolios. With institutions doubling down and BTC-native bonds emerging, the real risk may be holding none.
Bonds have been obsoleted by Bitcoin, and I hold Strategy, and I am glad they’re coming for a piece of that bond market.
Bonds have been obsoleted by Bitcoin, and I hold Strategy, and I am glad they’re coming for a piece of that bond market.