Overview

• In a CNBC interview on Oct. 6, the Tudor Investment founder called Bitcoin “very, very appealing” and one of the biggest winners in the current market environment.
• Jones said Bitcoin should outpace gold in a world of monetary stimulus and fiscal expansion, citing its fixed supply and decentralized design.
• He disclosed a single-digit cryptocurrency allocation and urged active risk management, warning that the steepest gains often occur before a market top.
• Comparing today’s setup to 1999, he highlighted key differences such as a roughly 6% U.S. budget deficit alongside a Federal Reserve easing cycle.
• Bitcoin traded above $125,000 after a multi-week rally and a new all-time high, and he suggested a mix of gold, crypto, and Nasdaq tech stocks for investors seeking exposure.