Bitcoin, Gold, and Reserve Strategy
The August 13, 2025 episode of the Archie Podcast features Dominic Frisby explaining how Bitcoin and gold operate as complementary hedges against fiat debasement.
Portfolio allocation
Bitcoin-Enhanced FIRE: Compressing Time-to-Retirement
The April 24, 2025 episode of the Robin Seyr Podcast features Trey Sellers outlining how a modest Bitcoin allocation sharpens FIRE strategies by capitalizing on volatility and fixed-supply upside.
Bitcoin’s Impact on Wealth Management
The April 04, 2025 episode of the Robin Seyr Podcast with Matt Golliher discusses how Bitcoin is transforming wealth management by serving as both a long-term savings vehicle and a portfolio enhancer.
Optimizing Bitcoin Allocation for Financial Freedom
The March 22, 2025 episode of Rajat Soni podcast presents a detailed overview by Soni on how strategic Bitcoin allocation can transform a traditional portfolio over a 20‐year horizon. Soni’s analysis provides a roadmap for achieving early retirement and long-term financial freedom.
Institutional Bitcoin Impact & Shifting Portfolio Implications
The March 11, 2025 episode of Coin Stories with James Lavish examines Bitcoin’s evolving market dynamics, its role in portfolio enhancement, and the growing institutional participation.
What if US states had invested in Bitcoin in 2018?
I recently led the writing for a Satoshi Action Education report, coauthored with Eric Peterson and Dennis Porter, entitled "Strategic portfolio allocations for financial resilience: a counterfactual analysis of Bitcoin and gold in US state Rainy Day Funds."
Eric had the idea for this project, which asked '
Strategic portfolio allocations for financial resilience: a counter-factual analysis of Bitcoin and gold in US state Rainy Day Funds
Rainy Day Funds (RDFs) help U.S. states manage fiscal shortfalls and shocks but often rely on low-risk, low-yield investments that erode under inflation. In this paper, we test whether partial allocations to Bitcoin and gold bolster RDF performance from 2018 to 2024.