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Jurrien Timmer: Bitcoin's Risk-Reward 'in Another Universe', Asset Transforming 60/40 Portfolio

  Рет қаралды 26,094

Natalie Brunell

Natalie Brunell

Күн бұрын

Пікірлер: 114
@nataliebrunell
@nataliebrunell 2 ай бұрын
Subscribe to never miss episodes of the Coin Stories Podcast with Natalie Brunell: kzfaq.info. Beware of impersonators and scammers on KZfaq and all social platforms. We will NEVER ask you for personal information or to send money anywhere. Links to our promotional partners are in the show notes. Thank you for watching!
@_-Wade-_
@_-Wade-_ 2 ай бұрын
Killer interview, worth the wait, bring Jurrien back!
@carlosv8119
@carlosv8119 2 ай бұрын
Highly credible guest who is at the top 3 ($5 trillion) of the asset management biz. Even though Fidelity is on the sell side, so much valuable than the dozens of influencers, as far as recommending BTC.
@ronatola
@ronatola 2 ай бұрын
Great interview Natalie. I like how you progress the conversation by playing off of what your guests say, rather than just 'on to question #7 on my list'. I like listening to Jurrien considering his vast macro background. Neat to find out he cooks food at Burning Man - lol
@omarjanuyghur1093
@omarjanuyghur1093 2 ай бұрын
Great interview questions and great explanations again, thanks for everything you have done and thanks to Jurrien for honest explanations!!!
@sanderpalaj3948
@sanderpalaj3948 2 ай бұрын
Very smart and well educated guest 👏👏👏
@ren7sp25
@ren7sp25 2 ай бұрын
Interesting guest. Lots of good info here.
@physcomp
@physcomp 2 ай бұрын
@Natalie, you are simply a gift to the Bitcoin community and citizens that give few hours of their life to listen and learn about the one of the most important thing in life - Finance!
@satjolk1826
@satjolk1826 2 ай бұрын
Wow, what a guest 🎉. As always great interview. You need to do something with those bots in the comments. Greatings from Poland.
@jays9870
@jays9870 2 ай бұрын
Terrific guest, really appreciate having him on. Thanks!
@mylescharlesworth7771
@mylescharlesworth7771 2 ай бұрын
lol a balanced portfolio. Bruh I’m trying to build real wealth not tred water. I don’t have a 600k retirement portfolio that needs a little jump to stay competitive. I need exponential growth So I don’t have a roommate til I’m 40. I can worry about managing my wealth when I actually have some. Til then and ( honestly probably even after)I’m all in on BTC.
@donwooss
@donwooss 2 ай бұрын
Man the comment section is a cesspool of bots wtf
@prancer1803
@prancer1803 2 ай бұрын
The vast majority of the comments. We need something like 1 sat per comment fee to comment. Then the ‘bots’ will have to buy sats to spam
@ronatola
@ronatola 2 ай бұрын
As a BOT - I take offence to your comment.
@jonrok9493
@jonrok9493 2 ай бұрын
I don’t want to be a bot!😂
@vinz300000
@vinz300000 2 ай бұрын
When BTC hits 100k, I will applaud him
@user-ec3rm9wr1n
@user-ec3rm9wr1n 2 ай бұрын
Me don't forget me 😭😂😂
@dc2778
@dc2778 2 ай бұрын
Good lord, Natalie is just beyond stunning. What a smile. Normally wouldn’t comment on that but jeez. Anyway, wonderful episode.
@Zhanna-f9v
@Zhanna-f9v 2 ай бұрын
Thanks Natalie, the show is very interesting, but you are always great!
@waynerichardson1051
@waynerichardson1051 2 ай бұрын
Thanks Natalie... appreciated! Cheers
@BitcoinChop
@BitcoinChop 2 ай бұрын
Fantastic insights. Thanks for sharing another interesting discussion, Natalie.
@chetandosco
@chetandosco 2 ай бұрын
Natalie might be the first perfect human being
@josephscott1952
@josephscott1952 2 ай бұрын
Gold has a $12T market cap and i dont think it will stay at $12T because investors will want more Bitcoin Therefore Bitcoin will overtake Gold's market capitalization very soon!
@user-99.99
@user-99.99 2 ай бұрын
Fantastic interview. Thank you.
@andrewhosker9490
@andrewhosker9490 2 ай бұрын
Great Q&A and insights
@panduekka4179
@panduekka4179 2 ай бұрын
Not a shill, but that Times Square announcement was hard to ignore. Cyberopolis will be big!
@alexandercochrane9410
@alexandercochrane9410 2 ай бұрын
Another excellent show, Natalie.
@REZZA2020
@REZZA2020 2 ай бұрын
Greeting from Australia.
@DannyBoy-zv2rp
@DannyBoy-zv2rp 2 ай бұрын
Excellent Interview!!
@MadWaloo
@MadWaloo 2 ай бұрын
If I’m doing the math right, his eventual target for BTC is half the Market Cap of gold, so $12 trillion gold MC $6 trillion BTC MC (1/2 gold MC) $285,714 BTC ( $6 trillion divided by $21,000,000 BTC) Seems low. Am I missing something?
@ceerawlins3412
@ceerawlins3412 2 ай бұрын
16T....380k
@zdenolego
@zdenolego Ай бұрын
​@@ceerawlins3412I started to have big issue with market cap of gold. I had alway this mental barrier about btc can maybe go to 50% market cap of gold. Now i dig little bit into that and that market cap of gold is for me total nonsense. There is leverage like 100x+ for real gold. So that means demmand is 100 times bigger than real gold. But it does increasevalue of gold and thus market cap. But you increase gold leverage. So that mc of gold is total bullshit
@BarackAubameyang
@BarackAubameyang 2 ай бұрын
Good luck at Arsenal next year bro
@CHHSFans
@CHHSFans Ай бұрын
I wonder how many people got your joke. 😂An Arsenal fan here !
@NeuroPulse
@NeuroPulse 2 ай бұрын
Recessions usually start when the 10-2 spread un-inverts. I believe we are in the longest inversion in history, hasn't un-inverted yet.
@MJ-nh5dq
@MJ-nh5dq 2 ай бұрын
When is Fidelity bringing Bitcoin ETF's to large corporation's 401K? This would be interesting.
@Frank30642
@Frank30642 2 ай бұрын
BitCoin, There’s No Throat to Choke 😗
@erik7813
@erik7813 2 ай бұрын
engaging chap. loved the listen
@B_knows_A_R_D-xh5lo
@B_knows_A_R_D-xh5lo 2 ай бұрын
lets get in' bitcoins lets gooo
@josephscott1952
@josephscott1952 2 ай бұрын
Over the last 6 years i been in crypto Bitcoin is my largest position
@mcgems754
@mcgems754 2 ай бұрын
Burning man cred 😎
@TheRealDerekS
@TheRealDerekS 2 ай бұрын
Price = 10^-17 days ^5.83
@HelenSurina-mv8ot
@HelenSurina-mv8ot 2 ай бұрын
❤ Universe welcomes Digital Accounts
@HelenSurina-mv8ot
@HelenSurina-mv8ot 2 ай бұрын
Amway still happening?
@dannybitcoin116
@dannybitcoin116 2 ай бұрын
A for Effort….. he’ll get there…. They all will.
@josephscott1952
@josephscott1952 2 ай бұрын
The stock market only cares about its liquidity is everything in the markets. If investors panic and pull out liquidity thats going to crash the market.
@josephscott1952
@josephscott1952 2 ай бұрын
While investing in Bitcoin, your next investment should include Ethereum. Once you have Ethereum. Seek out the next piece of crypto that has been in its correction phase, Litecoin. If you look at your portfolio you have the 3 main cryptos, Solana still runs off of Ethereum and will never overtake Ethereum, Ethereum will never outperform Litecoin. Bitcoin will never outperform Litecoin. Litecoin should definitely be in your portfolio!!!
@bujin5455
@bujin5455 2 ай бұрын
52:03. This is where he proves he has no idea what an S-curve is, despite all of them he's "looked at." S-curves have three parts: the early adoption phase, the mainstream phase, the laggard phase. Generally each of these three phases are equal length. So however long it takes to move through early adoption, is the same time it takes to move through the mainstream. His description is one where he believes we jumped immediately to the mainstream, never having an early adoption phase, and that we're now in the laggard phase (53:29), where things are "fairly valued" (55:00). Of course this makes no f-ing sense at all. We just barely got ETFs this year, and the vast majority of all available capital had no means to participate, even if it wanted to. He needs to read Crossing the Chasm, and understand that things slow down just as you are leaving the early adoption phase, just before the mainstream adoption phase, which clearly hasn't even started to begin yet. Comments on his other comments: 52:46. And rightly so. Address count does not indicate capital participation. This is a capital network, not a social network. Rate of address increase means utterly nothing to capital participation, and just because that's the only thing you can measure, doesn't mean it's reasonable to use it as a proxy. Capital follows a pareto distribution, and not a linear distribution, so address count **CANNOT** serve as a proxy, even as an imperfect one, as each node is not equally valuable, not by a LONG shot. 52:56 - Yep, that's what happens after you start to run out of early adopters, but still having not broken into the mainstream yet, to provide a new wave of adopters. But you haven't identified the first two phases, and so far, the asset is only 15 years old. Phases are generally 10-15 years long, depending on various factors, so to say we're in the third phase, after only 15 years is ridiculous. It's MUCH more likely that we're following a longer adoption phase progression, due to the nature of the participants and structures in question (old people control all of the capital, and they are slow to adopt, and the capital sector is the slowest sector to move), than that we're in an unprecedented hyper accelerated adoption pattern. Especially when so much of the world still has no idea what the asset really is, or what its value proposition is, and especially so amongst the cohort of people that truly matter (the capital controllers). 53:50. Gold was NOT a **NEW** asset class. It was simply re-introduced to the American markets. It didn't take a decade for the market to understand WTF gold even was. So drawing a comparison between something literally as old as dirt, with a pre-existing usage pattern, to a novel technological innovation, with no established art of science, is unreasonable in the extreme.
@dc2778
@dc2778 2 ай бұрын
Dame dude. Let it rip!
@zdenolego
@zdenolego Ай бұрын
Great point I agree with you that we are not even in main stream phase yet. But I like that point he understand that BTC is technology and network effect.
@bujin5455
@bujin5455 Ай бұрын
@@zdenolego What people don't understand is, from a capital point of view, adoption basically started with Michael Saylor back in 2020. He was the first person of his cohort (the "we have all the money" cohort) to publicly go all in. I think there were a few others who dabbled, and thought of it as some sort of weird hedge, but Saylor is the first of that group to see it for what it is. That means we are seriously hell-a-early. Which there is a reason Saylor took a leveraged all in position, and it's because he knows this is the biggest opportunity of his lifetime (even now), even after having written the Mobile Wave, and having gotten in EARLY, with big money, on that explosive revolution.
@zdenolego
@zdenolego Ай бұрын
@@bujin5455 yes I don't need to go all in. But regarding that network valuation. Is there reliable source where can you measure even layer 2 addresses? I mean he was happy with checking non zero balances but i think he was limited only to main chain. But I am not sure if all network engagement is captured (all layer 2 addresses) and will be in future with all layer 2 projects. Btw right now I am also very bullish but because of different reason. I always had mental barrier that btc cannot overcome market cap of gold. It can maybe go max to 50% of market cap of gold in distant future was my mental limitation. But I recently little bit debunked market cap of gold and it does not make any sense. It is terribly low. Price of gold is artificially hold on these numers for years and other assets are flying. So it does not sum up. In the end I found out that there is enormous gap between real gold and claims from investor. There is leverage like 100x+. So that mean demand does not influence gold price. So that was little bit shocking to me. Because now I have no idea where is the limit for btc.
@jonathanmusick2571
@jonathanmusick2571 2 ай бұрын
60% BTC 40 Alts? Sounds good.
@caesaraugustusmaximus
@caesaraugustusmaximus Ай бұрын
😂👍
@caesaraugustusmaximus
@caesaraugustusmaximus Ай бұрын
😂👍
@ceerawlins3412
@ceerawlins3412 2 ай бұрын
Real inflation is well over 7%.....bonds are a losers game
@josephscott1952
@josephscott1952 2 ай бұрын
80% drawdowns is a buy signal
@josephscott1952
@josephscott1952 2 ай бұрын
Bitcoin Ethereum and Litecoin are in limited SUPPLY
@bitcoinaruba8406
@bitcoinaruba8406 2 ай бұрын
Aruba power 🎉
@TheMasacure1234
@TheMasacure1234 2 ай бұрын
Fidelity truly does not believe in BTC. They use and fire their staff and take their BTC ideas as their own.
@josephscott1952
@josephscott1952 2 ай бұрын
As an investor you want pullbacks so you can buy more shares at a cheaper price.
@jksmithiii
@jksmithiii 2 ай бұрын
Natalie, respect to your pro investors, but they tend to make the mistake of suggesting a course given their current state or bias. Maybe this advisor/analyst has always been an institutional who didn't make his first move with a ton of risk initially (via opm - other people's money). But whether he did or not, this narrative of "make sure you diversify" that I hear so often doesn't work for retailers. We don't have the money or the time to diversify. Same even goes for any successful investor who pushes the "diversify" narrative because that's what they do current state. They all had to take on a ton of risk initially to get to the point where they could "diversify." So, two narratives that I think are borderline useless for retailers who will either build economic security, or they don't: 1) They have to take risk initially to "afford" to diversify , and 2) just an aside, except for economic reasons, gold isn't even worth discussing for us retailers. Once one gets enough of it to represent a useful store of value, somebody will take it, either by surreptitious or overt means. The more gold the retailer owns, the less of a store of value that asset becomes because of lack of trust reciprocation and property rights that historically have plagued this asset. For better or worse, BTC (not "diversifying," and not owning gold) is our only way out of this fiat doom.
@TheMasacure1234
@TheMasacure1234 2 ай бұрын
The guy talks up buying bonds lol
@prancer1803
@prancer1803 2 ай бұрын
👍
@davidh7799
@davidh7799 2 ай бұрын
The Federal Government is overspending at the rate of 1 trillion dollars every 100 days. That is wild, out of control spending, which will only lead to the crash of the dollar. Everyone acts like that is not happening,
@bobd8357
@bobd8357 2 ай бұрын
I will buy Bitcoin and cryptos when you can explain to me the origin of Tether since 2014. Who owns it, who manages it, and who oversees it to ensure that it has in fact a 1-1 backing with USD. If you cannot answer these questions, then you cannot confirm whether the price of Bitcoin and all other cryptos have been artificially inflated in order to drive investment and interest. Perhaps, you've been tricked into an "investment" area where you own digital air instead of buying REAL assets with your hard earned fiat. 😮 #Therugpullwillbemassive
@waynerichardson1051
@waynerichardson1051 2 ай бұрын
No one cares what you think bro
@donaldoarmand212
@donaldoarmand212 2 ай бұрын
No talk of Ethereum or $ETH huh?
@mauroinnocenzi9420
@mauroinnocenzi9420 2 ай бұрын
This guy is in between a normie and a bitcoiner, as he does not think of Bitcoin as the most impactful change in society. Actually, his thought are completely traditionally based
@ElumalaiSet-dr4wf
@ElumalaiSet-dr4wf 2 ай бұрын
Love BTC the most, but it is time to put some into presales. Cyberopolis is the next big thing.
@MJ-nh5dq
@MJ-nh5dq 2 ай бұрын
Bitcoin is lucky to have J.T. in it's corner
@josephscott1952
@josephscott1952 2 ай бұрын
If Bitcoin has a 30% pullback? Investors in meme coins would wake up one morning seeing that they were liquidated, completely wiped out!!!😮
@marlondlee8740
@marlondlee8740 2 ай бұрын
But if fiat is losing value and been debae then ppl seeing Btc is performing better comon sense ppl will move to the best assest
@prancer1803
@prancer1803 2 ай бұрын
What’s with all the bot comments
@dsflat6785
@dsflat6785 2 ай бұрын
Will Bitcoin 'BCH' follow Bitcoin 'BTC' from $460 to $70,000 ? (given enough time and the prices BTC is expected to reach) Bitcoin Cash is up over 300% in one year, around twice as much as BTC... The BCH chart and price looks like Bitcoin in 2016
@dereksnyders8094
@dereksnyders8094 2 ай бұрын
I'm ded 💀 this was so bearish
@FrankMeester46
@FrankMeester46 2 ай бұрын
Nat you can go an have some lunch ,,these dutchmen keep ralikn
@bujin5455
@bujin5455 2 ай бұрын
58:25. LMAO!!! It depends how capitalized your company is. If you're running so razor close to the edge, that a 70 vol asset is going to affect meeting payroll, than obviously not. But if you're a company like Apple, who has more capital than they have outlets for it, they can either hold on to it and watch it met away, or they can give it back to the shareholders. But this is them giving up their protective "fat layer." Fat is not for fast access energy, it's for the energy that allows you to survive the long winter. The fact you don't even have an opinion that looks out beyond the next pay cycle means you're missing the value prop entirely.
@Gustavo-gk2bu
@Gustavo-gk2bu 2 ай бұрын
The biggest bear ive Seen
@josephscott1952
@josephscott1952 2 ай бұрын
Bitcoin can SUDDENLY JUMP and the jump is by as much as $10,000 and thats when FOMO kicks in.
@josephscott1952
@josephscott1952 2 ай бұрын
Bitcoin goes up +5% Ethereum is usually +9% Litecoin jets even higher from 21-25% typically so you can see if Bitcoin goes up Ethereum and Litecoin follow. Its a triple play holding those coins. I also find a very young crypto sister STELLAR LUMENS to change the world of finance. The potential for this coin right now could be 1000x. Chainlink would be lower at 750x Litecoin would be 250x-500x So do the math to figure out where Bitcoins price will be?
@Rinbtnotification
@Rinbtnotification 2 ай бұрын
🎉😃😃😃😃😃
@josephscott1952
@josephscott1952 2 ай бұрын
Bitcoin is 35 times more valuable than Gold
@victordirectdemocrats
@victordirectdemocrats 2 ай бұрын
I think this man is too optimistic about the US, he is not taking into account the discredit of the elites, the social degeneration, the political and social polarisation, the sexual "freedom" (normalisation of abominatons) and the probability of an economic-job crisis will put the US into Weimar 2.0. That is precisely what Sam Zell says about the US, he should know, he is a billionaire Jew of Polish extraction, he remembers. The US will be saved by bringing in the Swiss political system. Just read about it and learn how real democracy that transfers power from politicians and lobbies to the ordonary people works better, much better. The rest is history, Switzerland has the best history of any country in the World for almost two centuries now. If Weimar 2.0 degenerates into dictatorship of the Right or the Left then Bitcoin would dissapear from the US, perhaps the World. Totalitarians are about central control of EVERYTHING. You will do a great service to yourself, the rest of us and bitcoin if you bring guests explaining the Swiss system and how among many other tops, the approval rating of Swisx politicians is about 80%. There is a lot more. TheSwissPoliticalSystem.
@prancer1803
@prancer1803 2 ай бұрын
Don’t forget to take your meds
@greatnation69
@greatnation69 Ай бұрын
Btc to zero
@TheRealDerekS
@TheRealDerekS 2 ай бұрын
Bitcoin is NOT exponential. It is scale invariant. This is why Plan B's S2F model was horse$@#!
@ceerawlins3412
@ceerawlins3412 2 ай бұрын
S2f isn't an exponential model....its linear
@TheRealDerekS
@TheRealDerekS 2 ай бұрын
Tired of S curve exponential analysis... you are incorrect. If you dont understand the Power Law you don't understand bitcoin.
@PeterJames968
@PeterJames968 2 ай бұрын
The rich stay rich by spending like the poor and investing without hesitating then the poor stay poor by spending like the rich yet not investing like the rich
@scottr8013
@scottr8013 2 ай бұрын
Gmab, anyone less than 100 % in Btc is clueless.. rekt ..lmao
@bhaveshpatil7821
@bhaveshpatil7821 2 ай бұрын
Cyberopolis, easy 50-200x in next few months
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