Saifedean Ammous on Why Bitcoin is the Most Advanced Form of Money
The Bitcoin Standard Podcast
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Bitcoin and the Current Macro Environment
The stock to flow theory was seemingly debunked in a recent post by Nico Cordero, the chief investment officer and fund manager at Strix Leviathan. I think what this guy was saying is that the mathematical model for predicting value based on the stock to flow is not accurate. But I'm a little bit agnostic about it, but I think the model that does not include gold, the model that just tries to model Bitcoin's value according to stock to flows far more interesting without including gold because we don't really have reliable data on gold. Whereas with Bitcoin, we have very reliable data on theStock to flow and the market value.
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