Cryptocurrencies - Digital Gold or Millennial Bubble

Jul 2, 2020

This is “ReSolve’s Riffs” – live on Youtube every Friday afternoon to debate current and most relevant themes in the world of investing.

Among hot and contentious topics in investing, cryptocurrencies certainly rank top of the list – including their designation as a form of currency. From a techno-libertarian experiment, Bitcoin, its peers and particularly the blockchain technology that underpins them, have morphed into a global phenomenon that promises to revolutionize finance itself. Our conversation with our guests Tyrone Voss Jr (401 / Altruist / Human Advisor Podcast) and Shaun Cumby (CIO at 3iQ) included:

• How cryptocurrencies can be thought of within the context of a portfolio
• Digital Gold vs Long-dated call options on a store of value
• The generational factor between believers and detractors
• Cold vs hot storage
• Stable coins and crypto’s money market

This was a true learning experience for us, enhanced not only by our guests’ knowledge of the space but also the many questions we received. Special thanks to Shaun and Tyrone for joining us, and to everyone that tuned in and participated in the discussion.

See you next time.