Bitcoin News Today: Paul Tudor Jones Stacks Bitcoin Over Gold in Inflationary Bet

Billionaire hedge fund manager Paul Tudor Jones has significantly increased his exposure to Bitcoin, signaling his conviction in the cryptocurrency's potential to outperform gold in a global environment of fiscal expansion. Recent SEC filings reveal that Jones's Tudor Investment Corporation nearly doubled its stake in the iShares Bitcoin Trust (IBIT), raising its position from 4.4 million shares to 8.1 million shares by mid-February 2025. This move elevated Bitcoin to 4.5% of his $9 billion portfolio, making it the largest single holdingBillionaire Hedge Fund Manager Paul Tudor Jones Is Doubling …^[1]. The iShares Bitcoin Trust, managed by BlackRock, holds over $59 billion in net assets, reflecting growing institutional confidence in Bitcoin as a strategic assetBillionaire Paul Tudor Jones Pours $445,000,000 Into …^[2].

Jones has long advocated for Bitcoin as a hedge against inflation and economic instability, a stance reinforced by his recent public statements. In October 2024, he declared that "all roads lead to inflation," arguing that U.S. fiscal challenges necessitate inflationary solutions. Bitcoin, with its fixed supply cap of 21 million coins, offers a disinflationary alternative to fiat currencies, contrasting with gold's traditional role as a store of value. Jones emphasized that both assets are "ridiculously under-owned," but Bitcoin's digital nature and scarcity make it uniquely positioned to thrive in a world of monetary expansionBillionaire Hedge Fund Manager Paul Tudor Jones Is Doubling …^[1].

The investment aligns with broader trends in portfolio construction. Jones's portfolio also includes energy and equity ETFs, as well as a reduced stake in Nvidia. However, Bitcoin's prominence underscores his belief in its risk-reward profile. While many investors focus on Bitcoin's speculative upside, Jones highlights its potential to mitigate downside risks in a volatile macroeconomic climate. His approach contrasts with BlackRock's suggested 2% allocation for Bitcoin, as he has pushed his exposure to the upper end of the recommended rangeBillionaire Hedge Fund Manager Paul Tudor Jones Is Doubling …^[1]. This strategy reflects a broader shift among institutional investors, with Goldman Sachs and others expanding their digital asset holdings to over $700 millionBitcoin’s October 2025 Surge: A New Era Dawns as BTC Nears All …^[4].

Market dynamics further support Bitcoin's ascent. The recent launch of spot Bitcoin ETFs has streamlined access for investors, while macroeconomic factors-such as U.S. government shutdowns and anticipated Federal Reserve rate cuts-have heightened demand for safe-haven assets. Analysts note that Bitcoin's performance in October 2025, which saw it surge past $120,000, reinforced its credibility as a macro hedge. The cryptocurrency's correlation with gold and commodities has strengthened, with both assets benefiting from expectations of global liquidity expansion.

Despite Bitcoin's gains, challenges remain. Its volatility and regulatory uncertainties continue to deter some investors, though Jones's moves may encourage further institutional adoption. The iShares Bitcoin Trust's liquidity and transparency have made it a preferred vehicle for large-scale allocations, with Jones's stake potentially influencing market sentiment. As the crypto market matures, the interplay between Bitcoin and traditional assets like gold will likely remain a focal point for investors navigating fiscal uncertaintyBillionaire Hedge Fund Manager Paul Tudor Jones Is Doubling …^[1].