The $50 Trillion That Can’t Buy Bitcoin (Yet) | Bitcoin: A Competitive Advantage
Show Notes
Peter Lane, CEO of Jacobi Asset Management, sits down with James Priday (P1) and Charlie Morris (Bytetree) to dig into how Bitcoin is finally colliding with traditional finance. They unpack volatility, portfolio construction, ETFs/ETNs, regulation and why even cautious wealth managers, DFMs and advisers will eventually need Bitcoin inside their “normal” 60/40 portfolios. ⚡️ Find out more about the Bitcoin Business Network: https://bitcoincollective.co/get-started/ Our sponsors: 🍺 Brulo: https://www.brulobeer.com ⚡ CoinCorner: https://www.coincorner.com 🏛️ Cartwright Corporate Treasury: https://corporatetreasury.cartwright.co.uk/ 📘 By the Book Accountancy: https://bythebookaccountancy.co.uk 🗝️ Evoke: https://evokevault.io 🧾 Recap: https://recap.io 🤖 Catalyst AI Consulting: https://catalystaiconsulting.co.uk 🤵 McCann Bespoke London: https://mccannbespoke.co.uk 💳 MUSQET: https://musqet.tech 📊 BitcoinTreasuries.net (Media Partner): https://bitcointreasuries.net Timestamps: 00:00 Intros – Bitcoin ETFs, TradFi Backgrounds And The Panel 02:00 Is Bitcoin Really More Volatile? Comparing BTC To Tesla, Nvidia And Gold 03:00 Bitcoin + Gold “Bold” Strategy – Risk-Weighted Blend And Performance 05:00 Matching Global Money Supply – Why Bitcoin And Gold Belong In Portfolios 06:00 What A 1–5% Bitcoin Allocation Does To A 60/40 Portfolio 07:00 P1 Digital Assets – Imperfect But Needed Exposure Via Miners And Treasuries 08:00 The Convenience Problem – Making Bitcoin Easy Inside ISAs, SIPPs And GIAs 09:00 Why Most People Won’t Self-Custody – And Need Simple TradFi Products 10:00 Traditional Finance Is Not All The Enemy – Role Of IFAs And DFMs 11:00 How Advisors Drive Asset Flows And Bitcoin Education In The UK 12:00 Bitcoin Business Network Message – Helping UK Firms Use Bitcoin Strategically 13:00 Falling Volatility – What It Means For Institutional And Retail Adoption 15:00 Consumer Protection, ETFs/ETNs And The Regulator’s Double Standard 16:00 FCA Risk, Ombudsman Fear And Why Platforms Still Block Bitcoin 18:00 Bold As A Trojan Horse – Mixing Bitcoin With Gold For Wealth Managers 19:00 Building DFM Model Portfolios With 1–5% Bitcoin Allocation 20:00 Q&A – Bitcoin Treasury Companies, Insurance Funds And New Pools Of Capital 21:00 Inherent Value, Timechain, Third-World Use Cases And Gold vs Bitcoin Portability READ OUR NEWSLETTER: 📬 https://newsletter.bitcoincollective.co/ All content provided by The Bitcoin Collective is for informational and educational purposes only and is not meant to represent financial, trade or investment advice. ByteTree graphic disclaimer: Information in this presentation is intended for use only by professional investors as defined by MiFID II. Any information in this presentation does not constitute an offer or solicitation for investment. The distribution of the information contained in this presentation in certain countries may be restricted by law and accordingly, persons who read it are required to inform themselves and to comply with any such restrictions. The figures shown in this presentation refer to the past. Past performance is not a reliable indicator of future results. Crypto assets are recent and are at a developmental stage with variation in their regulation in different jurisdictions. Investors should be cautious of the risks associated with crypto assets including (without limitation) volatility, total capital loss, and lack of regulation over certain market participants. The $50 Trillion That Can’t Buy Bitcoin (Yet) | Bitcoin: A Competitive Advantage ⸻ EDITED BY JAMES PEARCE 💼 Linkedin: https://www.linkedin.com/in/james-pearcesf/ Bitcoin: A Competitive Advantage Sessions - Bitcoin’s Role In Traditional Finance