MI150: Long-Term Debt Cycles & Bitcoin w/ Dylan LeClair
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Is It Going to Time Tick the Bottom at the Very Second?
In the march of twnty twentieth vent nothing changed about the network itself, and wou had a derivative market liquidation. You had the dixie go to a hundred, there was a bid for dollars. And so at that point, like, people were liquidating biqua for dollars because of that denominator,. I think that that's not going to even really chan as long as the global debt market is that size. But in the meantime, can use these relative frameworks of valuation, whether it's m b r v, or we have all sorts of like, cool things we can do, like we can quatify the conviction of hoddlers with on chain
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