Less Noise, More Signal
Welcome to Less Noise, More Signal. In a world saturated with news, hype, and endless chatter, finding clarity can seem like searching for a needle in a haystack. I have taken on this challenge and made it my mission to cut through the noise by amplifying the signal.
Who am I? I am Pascal Hügli. With a background in political philosophy, a career in investment management, and a deep expertise in Bitcoin and digital assets, I am here to explore the ideas and connections that others do not bother to see. It’s not just about finding the right answers; it’s about asking the right questions.
In each episode, I interview the most insightful thinkers in their respective fields. Every guest contributes a vital piece to the puzzle, helping us form a clearer picture of the forces shaping our world of macro, finance, and money.
Listen in as my guests and I tilt the balance from noise to signal, one podcast episode at a time. Let’s cut through the clutter and focus on what truly matters. Ready to elevate your understanding? Let’s dive in.
Less Noise, More Signal
Worldclass CIO from Blockstream: Bitcoin is the magic ingredient to any portfolio
In this conversation, Sean Bill, CIO at Blockstream, and Pascal Hügli discuss the potential of Bitcoin as a significant asset for institutional investors, particularly public pension funds. Sean highlights Bitcoin's unique volatility characteristics, its low correlation with traditional asset classes, and its potential to address unfunded liabilities in pension plans. The discussion also covers Bitcoin's value proposition, comparing it to gold, and addresses common misconceptions about Bitcoin being merely a tech stock. Bill emphasizes the emerging trend of state-level Bitcoin reserves. They also discuss the importance of self-sovereignty in Bitcoin holdings and the potential impact of institutional players on market stability. The conversation also highlights various Bitcoin investment solutions and the vision for democratizing access to Bitcoin for retail investors, particularly in underserved regions.
Chapters:
00:00 The Case for Bitcoin in Institutional Portfolios
02:01 Bitcoin's Role in Public Pension Funds
19:16 Understanding Bitcoin's Value Proposition
22:22 Bitcoin vs. Tech Stocks: A Comparative Analysis
28:06 Understanding Bitcoin Allocation and Rebalancing Strategies
32:30 The Case for Bitcoin: Future Adoption and Institutional Interest
34:37 State-Level Bitcoin Reserves: A Grassroots Movement
39:50 Self-Sovereignty in Bitcoin Holdings
45:34 Impact of Institutional Adoption on Bitcoin's Stability
47:33 Exploring Bitcoin Investment Solutions
54:09 Democratizing Access to Bitcoin for Retail Investors
Follow Sean Bill:
https://x.com/macrocrunch
https://www.linkedin.com/in/seanbill/
Follow me:
Twitter - https://x.com/pahueg
Nostr - npub1qhx7lnggpv64f0wt5xyjj7h90qh5ewu35pspr66sj8alc4gvcfjqqn04l8
Check out our sponsor Newhedge:
https://newhedge.io/
Newhedge is an analytics and intelligence platform for all the Bitcoin data you need! Get 50% off your subscription by using the code "Signal"! 🔥
Thank you for subscribing to our channel! We’re excited to have you with us!
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