This Billionaire Wants You to YOLO 15% Into Gold or Bitcoin—Is He Mad or Genius?

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Ray Dalio—yes, Mr. Zen Hedge Fund Sensible Pants—says you should probably have 15% of your precious, anxiety-fueled portfolio chilling in gold, Bitcoin, or whatever shiny confidence-boosting asset you fancy. Apparently, this is to keep your sanity intact when the world’s debt-fueled Jenga tower collapses. Fun! 🏆🔒

Full disclosure: Ray’s got more of a soft spot for gold. Classic. Like your dad who listens to vinyl and insists it “just sounds better.” But don’t worry, Bitcoin isn’t old man Dalio’s sworn enemy—he just sees both as handy umbrellas for when cash starts melting. ☔️💸

So, Ray Dalio Basically Wants You Hoarding Dragon Treasure Now?

Turns out, Ray showed up on the Master Investor Podcast (imagine a highbrow chat between James Bond and someone who only wears Patagonia vests at work) and admitted he has both gold and Bitcoin, but—naturally—he left us guessing about the how much. Like a magician who won’t spill the trick, but you’re still checking your pocket to make sure your watch is still there.

When it comes to Bitcoin, he mumbled something about owning “a little,” which, for Dalio, could probably buy a small European country. Either way, he’s all about not letting your money get mugged by inflation or government shenanigans. 🥷

“If you were neutral on everything, in other words, you didn’t have a point of view and you were optimizing your portfolio for the best return to risk ratio, you would have about 15% of your money in gold or or Bitcoin,” he said.

And as always, there are plot twists. Dalio likes that Bitcoin can zip around the globe without a passport and, unlike your last relationship, there’s a limited supply. But as a reserve currency? He’s not so sure. Governments can stalk your transactions more closely than your ex on Instagram, and there’s always the teeny-tiny risk that the code could get messed with. (“It’s not paranoia if they’re really out to get you,” say all Bitcoin maxis ever.)

//www.youtube.com/watch?v=qgYYpOQxRoI[/embed]

US national debt is at $37.1 trillion. (Yes, with a ‘T.’) Debt-to-GDP is at 123.2%. Uncle Sam basically spends like a teenager with a new credit card and the government’s next trick is to gin up $12 trillion in Treasuries to cover next year’s bar tab.

The Treasury released their borrowing estimates.

$1.6T in net new debt issuance over the next two quarters. About $500B of it is the TGA refill.

— Lyn Alden (@LynAldenContact) July 28, 2025

Ray’s big terrifying point? We’re nearing “the end of a long-term debt cycle.” Which basically means the debt monster is so bloated, it can barely move without vomiting all over your precious stocks, rates, and currency. So grab some popcorn—and maybe a little gold/Bitcoin—as we watch to see what explodes first. 🎬💥

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2025-07-29 11:11