Bitcoin ETF Tsunami Ahead: $400-Billion By 2026 Changes Everything | Jeff Park

The David Lin Report

Jeff Park, Head of Alpha Strategies at Bitwise, discusses his "radical portfolio" theory, advocating for a shift from the traditional 60/40 stocks and bonds allocation to a mix of 60% compliance assets (like stocks and bonds) and 40% resistance assets (such as physical gold, Bitcoin, and scarce collectibles like high-end art or Pokemon cards) to better diversify and hedge against financial repression and systemic risks in modern markets.Watch David and Bonnie's interview with Jeff's colleague Matt Hougan: https://www.youtube.com/watch?v=lhpfU6ixbE0*This video was recorded on May 29, 2025.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW JEFF PARK:X (@dgt10011): https://x.com/dgt10011X (@bitwiseinvest): https://x.com/BitwiseInvestSubstack: https://substack.com/@jeffpark1Bitwise: https://bitwiseinvestments.com/FOLLOW BONNIE BLOCKCHAIN: YouTube: https://www.youtube.com/@BonnieBlockchainX (@BlockBonnieC): https://x.com/BlockBonnieCInstagram: https://www.instagram.com/bonnieblockchainTikTok: https://www.tiktok.com/@bonnieblockchainFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at [email protected]*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:58 - The “Radical Portfolio” and Pokemon cards6:33 - Looking for value8:26 - “Censorship resistant” and “true ownership”11:16 - Definitions of value12:51 - Macro outlook and gold discussion15:35 - Volatility17:55 - Custody22:30 - ETF inflows26:22 - RWAs and Tokenization30:22 - Lessons from derivatives trading34:07 - Altcoins and treasury strategies38:43 - Advice for investors and personal anecdotes#investing #economy #bitcoin