Dalio points to Bitcoin’s big flaw.
By Maxime Laurent · 2025-11-20 15:12
Dalio points to Bitcoin’s big flaw.
The legendary investor doubts $BTC can ever be a true reserve asset.
Heard Ray Dalio’s latest take while walking along the promenade, and franchement it’s classic Dalio: calm, sharp, and a bit unsettling. The man says he’s held about 1% of his portfolio in $BTC for years — a symbolic stake, a hedge, a toe in the water. But he still insists Bitcoin has a fundamental limitation.
In his view, $BTC can’t become a reserve currency for major nations because it can be tracked, regulated, and potentially weakened by future quantum computing breakthroughs. And coming from someone who spent decades studying money, power, and empires… that critique hits with weight.
Do I agree? Partly. Yes, Bitcoin is traceable on-chain. Yes, quantum risks exist (though the network will likely adapt long before real threats emerge). But from my little corner in the sunny south, I’ve never seen $BTC as a replacement for global reserve currencies — more like a parallel store of value, a digital alternative that thrives precisely outside the geopolitical game.
Still, hearing Dalio repeat this “quantum vulnerability” point reminds us that even the biggest believers keep one eye on the future. And maybe that’s healthy. Markets evolve. Protocols evolve. And so does trust. 🌞⚡️
#BTC #RayDalio #Macro #CryptoFriture #BitcoinNarrative
The legendary investor doubts $BTC can ever be a true reserve asset.
Heard Ray Dalio’s latest take while walking along the promenade, and franchement it’s classic Dalio: calm, sharp, and a bit unsettling. The man says he’s held about 1% of his portfolio in $BTC for years — a symbolic stake, a hedge, a toe in the water. But he still insists Bitcoin has a fundamental limitation.
In his view, $BTC can’t become a reserve currency for major nations because it can be tracked, regulated, and potentially weakened by future quantum computing breakthroughs. And coming from someone who spent decades studying money, power, and empires… that critique hits with weight.
Do I agree? Partly. Yes, Bitcoin is traceable on-chain. Yes, quantum risks exist (though the network will likely adapt long before real threats emerge). But from my little corner in the sunny south, I’ve never seen $BTC as a replacement for global reserve currencies — more like a parallel store of value, a digital alternative that thrives precisely outside the geopolitical game.
Still, hearing Dalio repeat this “quantum vulnerability” point reminds us that even the biggest believers keep one eye on the future. And maybe that’s healthy. Markets evolve. Protocols evolve. And so does trust. 🌞⚡️
#BTC #RayDalio #Macro #CryptoFriture #BitcoinNarrative
Disclaimer: This content is for informational purposes only and not financial advice.