Ray Dalio's portfolio allocation shift is worth noting. He's now saying 10-15% in gold makes sense, and both gold + $BTC should come before bonds in your stack.
Back in 2022, he was more conservative — calling 1-2% $BTC reasonable. Now he's grouping bitcoin with gold as a hedge play over traditional fixed income.
This isn't some random crypto bro take. This is Bridgewater's founder basically saying the old playbook (bonds as safe haven) isn't cutting it anymore. If you're still heavy in bonds and ignoring hard assets, might be time to rethink your currency exposure and how you're protecting value long-term.
Back in 2022, he was more conservative — calling 1-2% $BTC reasonable. Now he's grouping bitcoin with gold as a hedge play over traditional fixed income.
This isn't some random crypto bro take. This is Bridgewater's founder basically saying the old playbook (bonds as safe haven) isn't cutting it anymore. If you're still heavy in bonds and ignoring hard assets, might be time to rethink your currency exposure and how you're protecting value long-term.