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Price-Models Revisited, Price vs Relative Value with Steven Lubka, John Haar and Greg Foss - July 21st, 2023

The Café Bitcoin Podcast

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The Importance of Understanding the Price Component

It's hard enough to model things that Dom was talking about surf. And it's the same assumptions that then bubble up into thinking there's such a thing as a correct price that can be predicted. Don't think just because something that you can't do, someone has a very complicated explanation for why they can do it. It doesn't mean they're right. We need to push back against it. So if Fos comes on in 10 minutes and he says, "Hey guys, I'm ready to talk about models now," we may have to tell him we already had that conversation.

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