Crypto and Gold in a Multi-Asset Framework

About this episode

Damanick Dantes discusses the implications of recent crypto research for multi-asset portfolios and the performance of Bitcoin and Gold.

In this special year-end episode, Damanick Dantes, CMT breaks down Dantes Outlook’s latest crypto research and what it means for multi-asset portfolios. Drawing on market data, on-chain insights from Glassnode, internal models, and academic research, the episode explores why crypto lagged in an otherwise strong year for investors — and how the firm's dynamic Bitcoin/Gold rotation strategy helped manage risk.

People in this episode

Host: Damanick Dantes

Topics covered

• crypto
• gold
• multi-asset portfolios
• market data
• risk management

Keywords

• crypto research
• multi-asset portfolios
• Bitcoin
• Gold
• risk management
• market data
• on-chain insights

Mentioned in this episode

Organizations: Glassnode

Products: Bitcoin, Gold

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