As the price of Bitcoin approaches $10,000, having gone up over 32% so far this year and over 175% in the past one-year period, we ask the following question: is Bitcoin the one “must-own” asset for this decade?
This article was inspired by what Raoul Pal, a former executive at Goldman Sachs, said about Bitcoin recently.
Here is Pal's bio:
“Raoul Pal has previously co-managed the GLG Global Macro Fund in London for GLG Partners, one of the largest hedge fund groups in the world. He came to GLG from Goldman Sachs where he co-managed the hedge fund sales business in Equities and Equity Derivatives in Europe. Other stop-off points on the way were Natwest Markets and HSBC. He started his career training traders in technical analysis.
“Raoul retired from managing client money in 2004 at the age of 36 and now writes for The Global Macro Investor, his flagship publication on global markets, and is a cofounder of Real Vision TV, the worlds first video on demand service for investors.”
This is the thought-provoking tweet Pal sent out last Friday:
If I could only own one asset for the next 10 years, it would be bitcoin $BTC It encapsulates all of my larger macro views and feels like the point on the far horizon we are headed to, in some shape or form. Yes, like gold too and many other things but BTC risk/reward beats all.
— Raoul Pal (@RaoulGMI) January 31, 2020
Jeff Dorman, who is the Chief Investment Officer (CIO) at NYSE Arca (which is “the top U.S. exchange for the listing and trading of exchange-traded funds”), quickly agreed with Pal’s assessment:
Well said. 100% agree. $BTC is the perfect dual mandate — it can act as both a risk-off safe haven asset in a true market collapse AND a risk-on technology investment in a growth environment.
It really is the perfect asset for this type of macro environment.
— Jeff Dorman, CFA (@jdorman81) January 31, 2020
Another prominent member of the crypto community that agreed with Pal was Mark Yusko, Founder, CEO, and CIO of Morgan Creek Capital Management:
Bravo Amigo!
Courage = #Edge— Mark W. Yusko (@MarkYusko) February 1, 2020
Back in July 2019, Pal was interviewed on episode 93 of the Stephen Livera Podcast (SLP).
Here’s part of what he said in that interview:
“The flip side of this is the millennial generation. The millennial generation, if they were to buy equities at this point, they’re the most expensive they’ve ever been in all history, roughly…
“If they buy bonds, they get virtually no yields. If they buy real estate… It’s unaffordable, but even if they could, it’s almost at all time record highs.
“So what the hell does a millennial do to save for your future, when almost all assets have negative imputed returns for the next 20 years, 10 years?
“And the answer is well, you take the optionality of crypto currency and Bitcoin, because nothing else gives you that risk-reward profile where you can be wrong but you do it earlier on, you’ve still got plenty of time to accumulate wealth in other assets too. But if it pays off, it’ll pay off so spectacularly that everything will be right.
It’s basically like being given a better chance than the baby boomers got when they could buy equities in 1982, and bonds in 1982. That was a gift. That’s why they’re the richest generation there’s ever been, they were given a gift.”
Finally, it might be appropriate to end this article with what Cameron Winklevoss, Co-Founder and President of the Gemini digital asset exchange, pointed out in a tweet he sent out yesterday:
There are less bitcoin (21 million) than there are millionaires in the world today (~36 million). It will pay to be an early bitcoin adopter.
— Cameron Winklevoss (@winklevoss) February 5, 2020
Featured Image by “QuinceMedia” via Pixabay.com