021 - Bitcoin Opportunity Fund: Using Public and Private Markets to Grow the Ecosystem
Manage episode 435254577 series 3569809
David Foley and James Lavish, managing partners at the Bitcoin Opportunity Fund, discuss their investment strategy and the unique approach they take in the Bitcoin space. They invest in both public and private markets, including bitcoin itself, miners, and early to mid-stage Bitcoin companies. They also engage in private mining operations and distressed debt investing. Their background in traditional finance and their understanding of capital allocation and risk management sets them apart from other funds in the space.
They believe that Bitcoin is a store of value and a growth story, and they see the potential for it to become a separate asset class. Bitcoin's transactional nature is also highlighted, with its ability to facilitate fast and low-cost transfers globally. The importance of understanding Bitcoin and diversifying one's portfolio with a percentage of Bitcoin is emphasized.
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Get more personalized onboarding with our partner River for Bitcoin-only financial services:
💰 https://partner.river.com/buildwithbitcoin
Follow BOF
https://www.bitcoinopportunity.fund/
https://x.com/DAAF17
https://x.com/jameslavish
https://www.jameslavish.com/
Chapters
00:00 Introduction to the Bitcoin Opportunity Fund
02:10 Investing in Public and Private Markets in the Bitcoin Space
09:11 Bitcoin as a Store of Value and a Growth Story
16:12 The Battle Between Inflationary and Deflationary Forces
23:39 Bitcoin's Efficiency and Potential as a Store of Value
29:21 The Maturity of the Bitcoin Asset Class
33:31 The Transactional Nature of Bitcoin
37:23 Geographical Opportunities for Bitcoin Investment
48:39 Diversifying Portfolios with Bitcoin
55:07 Bitcoin Startups: Conservative Capital Deployment
https://www.buildwithbitcoin.xyz/
https://x.com/BuildwBitcoin
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