Intro

This chapter delves into the intricacies of Bitcoin valuation through the lens of a quant investor, examining key metrics like energy costs. The discussion highlights the shift from traditional investment methodologies to more innovative strategies tailored for the cryptocurrency market.

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Episode notes

IN THIS EPISODE, YOU'LL LEARN:

Charles' thoughts on how to value Bitcoin
What are hash ribbons
What are some Macro factors he's paying attention to
What is the contango trade
Bitcoin's price floor and how it relates to energy costs
Top 3 investing lessons
Bitcoin Tail Risks

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Bitcoin's production cost article by Charles Edwards
What are Hash Ribbons & Bitcoin by Charles Edwards
Charles Edwards fund at Capriole.io
Charles Edwards on Twitter
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