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Tuur Demeester: The Bitcoin Reformation

The Bitcoin Matrix

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Will Bitcoin Decouple?

Aaron Carroll: Bitcoin seems to respond not so much to CPI inflation but through the thing that precedes that, which is excessive increases in the M2 money supply. He says there has been a correlation with tech, although I think it's more the other way around where tech was its own dynamic and then crypto got tacked on to tech. Carroll: If you compare Bitcoin to NASDAQ, to the NASDAQ is the exact same,. It's a slightly different pattern in the long run, but it's ultimately long periods of correlation. And then if Bitcoin breaks out and leaves the rest in the dust.

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