Bitcoin's Volatility in the Asset Class

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The worst thing to do is put yourself in a position to become a foreseller of this thing. It's really tough to buy into something that's already gone absolutely vertical. As the asset class matures, we'll see more of it, but it makes total sense as the cost of capital in these markets. The average production cost for publicly traded miners is like plus or minus 10,000 Bitcoin per day.

In this MI Rewind episode, Clay Finck chats with Dylan LeClair about Bitcoin on-chain analysis, Ray Dalio’s thesis on the long-term debt cycle and how Bitcoin potentially plays into that, and much more!

IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro

05:11 - Ray Dalio’s thesis on the long-term debt cycle and how Bitcoin potentially plays into that.

20:01 - Why Dylan believes Bitcoin is a better solution for base money than gold.

29:15 - Why we haven’t seen more public companies adopting Bitcoin as of late.

41:40 - What Bitcoin on-chain analysis is and why it even matters.

51:11 - Dylan’s thoughts on the potential for a Bitcoin ETF.

And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
Check out Dylan’s Articles.
Related Episode: Listen to MI128: Why Buy Bitcoin w/ Andy Edstrom, or watch the video.
Related Episode: Listen to MI135: Bitcoin is for Millennials w/ Preston Pysh, or watch the video.

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