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Bitcoin's Sharp Ratio and Total Return
Dylan sent a slide of the 2023 performance of various indexes against Bitcoin with the sharp ratio and the total return. I think there's very few that have not read Jeff's thesis and understand the implications of these two freight trains like moving at each other. The real like, Ipoper is that not only is Bitcoin, I performed everything, but on a risk adjusted basis, it's also that perform.
Preston Pysh and Dylan LeClair cover Dylan's use of AI, programming, and on-chain analytics, what's driving the recent surge we've seen in the Bitcoin price since the start of the year, and what he's personally paying attention to in the general macro overview.
Dylan is one of the lead writers and researchers at Bitcoin Magazine Pro and has some of the most interesting and well-researched takes on what's currently happening with the market.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:11 - What has Dylan been doing with Python, AI, and on-chain analytics?
14:38 - A review of charts that Dylan is finding most important.
29:23 - Does the lack of exuberance in the past cycle compress the spring for the next cycle?
41:09 - What comes next from the G7 government on the crypto enterprise?
52:39 - Dylan's thoughts on commercial real estate.
53:47 - Dylan's thoughts on Binance moving forward.
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences
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