Bitcoin: a unique diversifier

Our investment thesis can be summed up as follows: the theoretical and empirical characteristics of Bitcoin are such that it has the potential of becoming a new store of value, a ‘gold 2.0’ so to speak.

This dashboard aims at shedding light on the motivation, potential virtues and actual usefulness of Bitcoin by first revisiting its origins, then assessing its role from an empirical point of view in an asset allocation context and lastly commenting on its behavior during the current Covid crisis.

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