A 20% portfolio allocation to gold and Bitcoin provides adequate downside protection if Groman is even approximately correct about fiat debasement, while preserving optionality; the primary risk is owning too much and getting the operational sequencing wrong, leaving no liquidity for opportunistic purchases.
normativepending
Speaker
Luke GromanEvidence Quote
“20% golden Bitcoin, if I'm even close to right, you're going to be just fine...the biggest risk in that case is you're you own too much and you get your order wrong, your order of operations.”
Source
Why is high debt different now v. prior instances of people “fear-mongering” about the debt?— Luke Gromen - FFTT, LLCCreated: 8/11/2026, 7:46:30 AM
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