Hedge fund legend Paul Tudor Jones affirmed Bitcoin's role as an essential asset in a volatility-adjusted portfolio aimed at combating inflation. Speaking in a Bloomberg Open Interest interview on June 11, 2025, Jones emphasized a portfolio mix of gold, Bitcoin, and equities as the optimal hedge in a persistently inflationary environment. He reiterated his prior advice for a Bitcoin allocation of 1-2%, highlighting Bitcoin’s increasing relevance amid policymakers' strategies to manage mounting debt through keeping real interest rates below inflation.
Jones explained that policymakers will likely continue running 'hot' economies with low real rates and inflation, effectively 'taxing' the American consumer to address debt burdens. Bitcoin, he suggested, offers protective qualities against these pressures and potential monetary policy challenges. He reflected on his early adoption of Bitcoin in 2020 during significant quantitative easing and reaffirmed his bullish stance, having maintained long positions in both gold and Bitcoin.
Additionally, Jones touched on artificial intelligence, calling it the most disruptive technology in human history and warning of its profound societal impacts.