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Bitcoin vs. Stocks: The Great Decoupling

Jul 1, 2020 · 4 min read

By Kevin Kelly, CFA

This week, our team had the privilege of being a part of Real Vision’s inaugural Crypto Gathering, a two-day virtual event dedicated entirely to the fast-paced world of crypto and digital assets. I took part in two sessions; the first focused on the opportunities/risks of decentralized finance (DeFi) as this market segment continues to grow and the other was a 1-on-1 interview with Saifedean Ammous, economist and author of the widely popular book “The Bitcoin Standard: The Decentralized Alternative to Central Banking”. For those interested, you can watch the interview with Saifedean here.

Bitcoin vs. Stocks: The Great Decoupling

I know, I know. Bitcoin is uncorrelated with conventional asset classes over long periods of time; it’s an option on digital gold; it is portfolio insurance on broad-based currency debasement; it does NOT represent equity ownership in an enterprise nor does it give off an

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