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2025-06-18 · Yves Choueifaty

Viewpoint: the end of monetary trust

Yves Choueifaty on monetary regimes, trust, and implications for long-term capital allocation.

When trust in monetary arrangements erodes, investors reassess stores of value and diversifiers outside the traditional policy toolkit. This viewpoint outlines a rational case for examining Bitcoin and related exposures within professional portfolios — without speculative theatrics.

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