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No asset class is QE-proof. Low interest rates drive people to hold anything but cash. If interest rates go up, people hold cash, demand for [bitcoin,stock,real
by JMTQp8lwXL 6y ago
No asset class is QE-proof. Low interest rates drive people to hold anything but cash. If interest rates go up, people hold cash, demand for [bitcoin,stock,real-estate] drops.
- arthurcolle 6y agoWhat hedge ratio would you assign to BTC portfolio in 1mm USD equivalents, assuming you can hedge it with a liquid options market AKA DB? Would you change it if you move that to a total portfolio holding of 10mm, 100mm, 1bn, 10bn?