The Truth About Bitcoin, Gold & Liquidity (w/ Michael Nadeau)
Less Noise, More Signal
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In this conversation Michael Nadeau and Pascal Hügli share insights into the unique characteristics of Bitcoin, the dynamics of the crypto market, and the importance of liquidity and macroeconomic factors. They discuss investment strategies, the significance of production costs in determining Bitcoin's fair value, and the role of developer activity in blockchain ecosystems. Additionally, they analyze how to value blockchains and the serious nature of meme coins in the investment landscape.
Chapters:
00:00 Introduction Michael Nadeau
02:09 Understanding Bitcoin vs. Other Cryptos
03:30 The Unique Nature of Bitcoin
05:16 Bitcoin's Correlation with Other Cryptos
06:20 Market Dynamics and Bitcoin's Influence
09:40 Bitcoin vs. Gold: A Misleading Comparison
12:21 Liquidity and Its Impact on Bitcoin
14:20 Defining Liquidity and Debasement
17:51 Assessing Bitcoin's Fair Value
21:09 Technical Analysis and Market Trends
25:18 Market Outlook for Q4
27:31 SEC Investigations of BTCTCs
30:28 Valuing Layer-1 Blockchains
36:40 Real On-Chain Yield: Definition and Implications
39:10 Comparing Solana vs. Ethereum
42:20 The Role of Developer Activity and Economic Security
51:17 Net Dilution Rate and Its Importance
54:41 Analyzing Meme Coins: A New Perspective
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