What are the ways to value bitcoin, and how does it fit into a multi-asset portfolio? Jeroen bridges the gap between the traditional financial world and that of bitcoin.
In a new episode of Pioneers, Danny Oosterveer of AMDAX talks with multi-asset investor Jeroen Blokland about investing in scarce assets and how Bitcoin fits in.
Timestamps:
(00:00) – Intro (00:58) – Introduction Jeroen Blokland (01:40) – What is multi-asset investing? (10:04) – Jeroen’s first experience with Bitcoin (11:50) – Bitcoin as an asset class (17:20) – How do you value Bitcoin? (25:52) – Increasing demand for scarce assets (32:51) – Quality Stocks (36:08) – Blokland Smart Multi-Asset Fund (42:17) – Institutional adoption of Bitcoin?