Bitcoin and Gold are a good combination, says Tudor Jones.
The Tudor Investment Corp. Fund manages investments for USD 16,000 million.
In a world where US debt shoots and threat inflation, Paul Tudor Jones, legendary investor, proclaims that Bitcoin is not just a fashion: it is an essential component for any investment portfolio.
From Tudor Investment Corp., which manages 16,000 million dollars, Jones defend that Bitcoin, together with gold and actions, protects against an uncertain economic future.
Jones highlights Bitcoin as a value reserve and anti -inflationary active for its unique design. With a supply limited to 21 million currencies, established in its protocol, Bitcoin is immune to the unlimited printing of money by central banksunlike traditional currencies.
This shortage makes it a shelter that preserves purchasing power when inflation erodes the value of the dollar or other currencies.
Besides, His decentralization protects him from expansive monetary policiesreinforcing its role as an anti -inflationary asset in the time of negative real rates.
The winning triad: bitcoin, gold and actions
For Jones, the key is to combine assets. “It would be a combination of bitcoin, gold and actions adjusted to volatility,” he said, recognizing that Bitcoin fluctuations, more intense than gold, They demand careful management of position size.
This mixture, he says, is “probably the best investment portfolio to combat inflation.” Its position is aligned with recent data from the consumer price index (CPI), which showed a monthly increase of 0.1% in May, below the 0.2% expectedand 2.4% year -on -year, slightly higher than 2.3% in April.
These figures feed the expectations of feature cuts in the Federal Reserve in 2025, a scenario that drives Bitcoin’s attractiveness as high growth asset, as cryptootics presented.
Therefore, Jones argues that the United States, caught in a “debt trap”, will maintain real interest rates below inflation to relieve fiscal burden. This raises prices and Weakens traditional investment portfolios, making Bitcoin indispensable.
A new course in the Fed
Looking towards Washington, Jones expect President Trump to replace Jerome Powell, whose mandate as president of the Federal Reserve ends in 2026, by an ultraflexible monetary policy candidate.
Among the outstanding names are Scott Besent, current secretary of the Treasury, and Kevin Warsh, former member of the Board of Governors of the Fed. “They are fabulous names,” said Jones, leaning for Besent for his alignment with Trump’s approach and loyalty.
If it were in Trump’s place, Jones would appoint the “most moderate central banker” to cut rates and would propose an austerity pack with tax increases to the richest and Social Security, Medicaid and Defense cuts. I would also press with 2.5%rates, anticipating that “markets will demand it.”
Horizon risks
However, Jones warns about Trump’s tax reform. Although emblematic, it could destabilize stock markets and medium -term bursmary markets.
This pressure, predicts, will force rates cuts in the next 12 months, creating a favorable environment for Bitcoin, that shines when investors look for greater returns in low rates contexts.
With this vision, Paul Tudor Jones not only reaffirms his confidence in Bitcoin as an anti -inflationary asset and value reserve, but sends a clear message: Ignoring it in a world of economic uncertainty could be an expensive error.
