021 - Bitcoin Opportunity Fund: Using Public and Private Markets to Grow the Ecosystem

Build With Bitcoin

David Foley and James Lavish, Managing Partners at the Bitcoin Opportunity Fund, discuss their investment strategy and their unique approach to investing 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 understanding of capital allocation and risk management sets them apart from other funds focused on Bitcoin.
They believe that Bitcoin is a store of value and a growth story, and they see the potential for it to be considered 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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Chapters
00:00 Introduction to the Bitcoin Opportunity Fund
09:11 Bitcoin as a Store of Value and a Growth Story
16:12 The Battle Between Inflationary and Deflationary Forces
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
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