Eric Balchunas
Eric Balchunas|Jul 10, 2025 14:18
Some equity mutual fund managers are using bitcoin similar to the way bond managers use junk bonds- like steroids to boost perf. Right now 10 MFs are doing and 9 of them have outperformed bench. Now w spot ETFs its super easy to add to port. Good one from @DavidCohne today, which sparked lively debate on our Strategy team call today re whether this is appropriate for equity fund.
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