Bitcoin Is Mooning. Is Now the Time to Diversify? (JWP75)
The Jake Woodhouse Podcast · Jake Woodhouse
July 16, 202527m 25s
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Show Notes
<p>Bitcoin is smashing through all-time highs. I reflect on the psychology of investing in a Bitcoin bull market, how to think about portfolio allocation, and the rise of Bitcoin treasury companies like Matador, MetaPlanet, and MicroStrategy. I explain what Bitcoin Treasury Companies are, how to analyze them, and whether they can outperform Bitcoin's hurdle rate.</p>
<p>TIMESTAMPS:</p>
<p>0:00 - Money Printer Go Burrr</p>
<p>2:27 - Sound Money is Not New</p>
<p>4:26 - Diversify Out of Bitcoin? </p>
<p>6:23 - What are Bitcoin Treasury Companies?</p>
<p>11:26 - Why do Some Bitcoin Treasury Stocks Moon?</p>
<p>16:30 - The Bitcoin Opportunity Fund</p>
<p>19:33 - Where are we in the Bitcoin Cycle?</p>
<p>22:49 - When to Buy Bitcoin Treasury Companies?</p>
<p>24:52 - Beating the Bitcoin Hurdle Rate</p>
<p>26:58 - Closing Thoughts</p>
<p>New episodes 3x per week. Let's learn together.<br />
If you want to learn more or connect, visit my website: <a href="https://jakewoodhouse.io/">https://jakewoodhouse.io/</a></p>