In a panel discussion at the Bitcoin Las Vegas conference, Ben Cowen from Into The Cryptoverse joins David Lin and Bonnie Chang to discuss crypto portfolio construction, Bitcoin dominance, and market predictions. Cowen emphasizes using the Sortino ratio to evaluate risk-adjusted returns, favoring Bitcoin as a long-term, less volatile asset, especially as one gets older. He views Bitcoin dominance as key to understanding the crypto market, suggesting denominating portfolios in satoshis rather than fiat. The conversation touches on the diminishing returns in Bitcoin cycles, potential pullbacks in Q3, and the concept of "ETH going home." Cowen also explores the relationship between M2 money supply and Bitcoin, presenting a contrarian view that Bitcoin leads the money supply. He shares his strategy of buying Bitcoin when it's below a certain risk level on his platform, advocating for a well-diversified portfolio and cautioning against chasing altcoins.
Sign in to continue reading, translating and more.
Continue
