37: Meet Ryan McMillin: Digital Assets, Bitcoin, and The Rolling Stones

This week we’re joined by Ryan McMillin, co-founder of Merkle Tree Capital, who went from being a crypto sceptic to running a digital assets strategy that went on to become Australia’s best-performing fund in 2023. Ryan explains the shift: Bitcoin has become a macro asset, and the real question for investors is how to think about risk, liquidity, and time horizon when prices can swing hard. We dig into the “debasement trade” and why Ryan pairs Bitcoin with gold as complementary hedges ...