BTC090: Risk Free Rates on Bitcoin's Lightning Network w/ Joe Consorti (Bitcoin Podcast)
We Study Billionaires - The Investor’s Podcast Network
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Yield Curves and Bitcoin Valuation Analysis
This chapter examines the relationship between yield curves, specifically the 10-year and 2-year treasury yields, and recession indicators, noting historical patterns that suggest current economic tensions may lead to similar outcomes. It introduces a Bitcoin valuation framework combining on-chain analysis, traditional technical indicators, and production costs, aimed at simplifying value assessment in fluctuating markets. Additionally, the discussion highlights the importance of macroeconomic factors and Federal Reserve policies on Bitcoin's performance and market dynamics.
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