Billionaire Paul Tudor Jones has finally shared his recipe for the “perfect investment portfolio”. Unsurprisingly, it includes Bitcoin, gold, and high-tech stocks. In his view, this trio is the only one capable of surviving the era of inflation, when the Federal Reserve continues to pour money into the system and the US budget runs comfortably in the red, prompting investors to seek shelter in turbulent financial markets.
Jones compared Bitcoin’s current rally to the wild rise of IT companies in 1999, but with a twist — this time, the fundamentals are stronger. In other words, it is not just a bubble — it is a bubble with solid scaffolding. The billionaire first bought Bitcoin in 2020 at around $9,000, and now it has multiplied fourteenfold, reaching a market cap of $2.4 trillion, more than the GDP of many small nations.
According to Jones, Bitcoin’s advantages lie in its limited supply (just 21 million coins, like concert tickets during a boom) and its decentralized nature. This lends it a mysterious allure and places it in the same league as gold, the classic “safe haven” asset. In the new version of his portfolio, it is crypto, gold, and high-tech that take center stage.
While Bitcoin once seemed like a clunky toy for speculators, major corporations and institutional investors are now joining the crypto party, no longer treating it as entertainment. Jones is convinced that such a sentiment points toward a bright investing future — one where inflation and national debt are not threats, but rather new opportunities in disguise.
