Inside Fidelity's 'Get Off Zero' Bitcoin Report | Chris Kuiper

About this episode

Chris Kuiper discusses the current Bitcoin sentiment and Fidelity's updated investment strategies in the context of market trends.

The Last Trade: Chris Kuiper, VP of Research at Fidelity Digital Assets, returns to make the case that this is the worst sentiment he has seen in his decade-plus following Bitcoin even though nothing fundamental has actually broken, why Bitcoin is finally decoupling from the AI-led "everything-but-Bitcoin" rally, how Fidelity's updated "Getting Off Zero" report uses mean variance optimization to show a 90/0/10 stocks-bonds-Bitcoin allocation maximizing the Sharpe ratio at a conservative 25% Bitcoin CAGR assumption, why bondholders have spent decades underwater on a real-return basis, and why the Czech National Bank's small but symbolic Bitcoin position may be the start of central bank adoption gradually then suddenly. --- 🔸 Connect with Onramp: The leader in resilient, fault-tolerant Multi-Institution Custody for secure, enduring bitcoin ownership. 👉 Onramp Finance: https://onrampbitcoin.com/finance 👉 Sign up for Genesis: https://onrampbitcoin.com/finance#gen.. 📩 Schedule a consultation: https://onrampbitcoin.com/consult The Last Trade: a weekly, bitcoin-native podcast covering the intersection of bitcoin, tech, & finance on a macro scale. Hosted by…

People in this episode

Hosts: Jackson Mikalic, Michael Tanguma, Brian Cubellis

Guest: Chris Kuiper

Topics covered

• Bitcoin sentiment
• investment strategies
• central bank adoption
• portfolio allocation
• mean variance optimization

Keywords

• Bitcoin
• Fidelity
• investment
• portfolio
• CAGR
• central banks
• mean variance optimization
• stocks
• bonds

Sponsors

Onramp Bitcoin

Mentioned in this episode

Organizations: Fidelity Digital Assets, Czech National Bank

Books & works: Getting Off Zero

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