The Idea Dinner #1 (with Mario Gabriele and Packy McCormick)
ACQ2 by Acquired
00:00
Bitcoin Valuation and SPAC Strategies
This chapter analyzes the valuation of Bitcoin through the lens of discounted cash flow and the intrinsic value derived from miners' efforts. It further explores the investment landscape in Southeast Asia, focusing on the emerging trends of SPACs and their implications, particularly in the technology sector. The dialogue emphasizes the complexities of investing in both currencies and companies, highlighting notable investors and the unique risks associated with foreign market SPACs.
Transcript
Play full episode
