Jeff Park thinks the most popular investing strategy of the last decades — the 60/40 portfolio — is dead.

Jeff has spent his early career inside the traditional system. But now, after two years in finance, he’s calling for a full rethink of the modern portfolio: from what counts as “safe” to how inflation actually works to why Bitcoin may be the real anchor asset in a world that’s spinning off its axis.

In this episode, the first in a two-part series, he and Laura dig into:

• Why the 60/40 portfolio is quietly failing
• What the rise of “resistance” assets says about trust in institutions
• Why STRK and BTC are the distillation of Jeff’s radical portfolio
• How traditional finance may be more correlated to crypto than you think
• Why “time is liquid energy” and bitcoin is so valuable

Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com

• Xapo Bank
• Bitwise

• Jeff Park, Head of Alpha Strategies at Bitwise

• The Radical Portfolio Theory by Jeff Park
• Unchained: DeFi Leverage on Apollo’s $1.3 Billion Credit Fund

Timestamps:

👋 0:00 Intro

🧠 2:19 How entering the workforce in 2008 pushed Jeff to question everything, even the dollar

🏛️ 14:31 Jeff’s role as head of alpha strategies at Bitwise

📉 17:27 Why the classic 60/40 portfolio may be dead

🌍 34:10 How crypto fits into the new financial world

⚡ 40:58 Why “time is liquid energy” and bitcoin captures it best

📊 41:52 The core of Jeff’s radical portfolio theory

🛡️ 54:44 What goes into the “resistance” asset bucket

🎯 59:00 Why prediction markets could diversify your income

💎 1:09:52 Why Jeff is betting big on Strategy’s STRK and BTC

👑 1:14:31 The rise of crypto treasury companies and whether they pose systemic risk

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