Jamie Coutts CMT(@Jamie1Coutts):A year ago on this @1MarkMoss show, I flagged a 30% correction. Got the timing right, underestimated how deep it would cut. At @RealVision I've been adding risk since July and went fully deployed on the August inflection. This time I'm hoping I've underestimated it in the other direction i.e. how big the next wave will be. Price will move well before the evidence. Folks are not prepared for what's coming with respect to debasement and the AI agentic economy. For me, it's less about timing, more about allocation and position size. Bitcoin and crypto will become a much larger slice of institutional portfolios. Thanks for having me on, Mark.

2026.09.09 00:13

A year ago on this @1MarkMoss show, I flagged a 30% correction. Got the timing right, underestimated how deep it would cut. At @RealVision I've been adding risk since July and went fully deployed on the August inflection. This time I'm hoping I've underestimated it in the other direction i.e. how big the next wave will be. Price will move well before the evidence. Folks are not prepared for what's coming with respect to debasement and the AI agentic economy. For me, it's less about timing, more about allocation and position size. Bitcoin and crypto will become a much larger slice of institutional portfolios. Thanks for having me on, Mark.

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