The Case for Bitcoin, Deregulated Banks, and a Reset U.S. Market Cycle: Insights from Wellington-Altus
Wellington-Altus’s Jim Thorne outlines why advisors should rethink digital assets, regional banks, and the current market cycle, arguing that a structural shift in credit, policy, and purchasing power is already well underway. He views Bitcoin as legitimate portfolio protection against 8% annual money supply growth, sees deregulated regional banks driving localized lending and economic growth, and believes April’s correction reset the typical four-year market cycle, potentially setting up significant gains ahead.