#1346 Mark Yusko, David Alderman, Adam Sullivan | Bitcoin Halving Is NOT Priced In: Supply Shock INCOMING
The Pomp Podcast
Data Evaluation and Capital Allocation in Cryptocurrency Investing
Exploring the evaluation of on-chain and off-chain data metrics in cryptocurrency investing, with a focus on fundamental indicators like on-chain holder growth. Delving into capital allocation strategies, including the cyclical nature of Bitcoin pricing, fair value models, and investment decisions amidst market fluctuations.
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