The IRF Podcast

“Global Asset Allocation in a Rapidly Evolving Digital Asset Landscape”, Hamza Ghani, ABCG Research


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David Osman of IRF is joined by Hamza Ghani, the Head of Crypto Research at ABCG Research.

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In this podcast, Hamza explains the rapidly evolving crypto asset landscape from Bitcoin and altcoins to stablecoins and tokenized instruments. In doing so, he reviews the emerging regulatory environment and discusses other important factors, such as upgrades to the blockchain infrastructure and increasing institutional engagement in crypto assets. Hamza then sets out the way that a cryptocurrency can be analysed and forecast. He discusses his medium-term predictions for the price of Bitcoin in the current upcycle and subsequent downswing, thereby identifying a key potential buying opportunity for the next five years. Hamza puts crypto in the context of their global multi-asset allocation recommendations and identifies those crypto investment opportunities that look most attractive and those that are unattractive.

 

ABCG Research specialises in alternative investments and macroeconomic research, providing deep insights, market trends and data-driven analysis to support strategic decision-making in a dynamic global economy. With a focus on precision and innovation, they provide businesses and investors with actionable intelligence.

 

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