Onramp Bitcoin Media
Ray Dalio Is Wrong About Bitcoin & Bonds Are Breaking | THE ₿ROADCAST EP. 30
- Ray Dalio's recent criticism of Bitcoin as a safe haven asset lacks data support; Bitcoin outperformed gold and equities in the 60-day periods following major crises since 2020, according to OnRamp analysis.
- Abu Dhabi's sovereign wealth fund (Mubadala) increased IBIT holdings by 16% to nearly $600 million, contradicting arguments that privacy concerns prevent institutional Bitcoin adoption.
- Mario Draghi's award for "stabilizing" the Euro masks a fundamental failure: the Euro has lost approximately 50% of its purchasing power since introduction, exemplifying central bank monetary debasement.
- Institutional allocators remain dramatically underweight gold (around 2% allocation) despite central bank accumulation trends, suggesting early innings of a broader institutional pivot to hard assets.
- Bond yields reached multi-year highs (US 10-year at 4.5%, 30-year above 5%), signaling market rejection of inflation narratives and creating conditions favoring Bitcoin regardless of monetary policy direction.
- OnRamp Finance raised its first formal Series A with Early Riders, advancing multi-institution custody as a critical infrastructure layer for Bitcoin adoption at scale.