Bitcoin vs Bonds: Preston Pysh On Why The Math Doesn’t Add Up

Show Notes

Market Behavior is Changing. Is Bitcoin the new store of value for investors? Historically, during recessions or market fears, investors rushed into U.S. Treasuries (“flight to safety”), driving yields down. But now, that’s shifting. Investors are starting to avoid bonds, seeing them as high-risk due to inflation and potential debasement. Where is the Smart Money Going?Instead of bonds, investors are looking for: - Profitable equities - Scarce commodities - Assets with intrinsic demand But many of these are also heavily leveraged or affected by inflation. So fund managers are left wondering: “What do I own?” Despite being the top-performing asset with the best risk-adjusted returns, Bitcoin is still largely ignored by traditional finance. Preston finds this ironic given how mispriced everything else is. For more macro and Bitcoin analysis, watch the full episode! Search Natalie Brunell/Preston Pysh! And subscribe to get notified of our latest episodes.