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#959 Darius Dale On The Brutal Macro Environment

The Pomp Podcast

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Bitcoin

There's been a ton of talk about a realized price for om of the on chain cost basis. I think last week you had told us that anywhere around that, like, 28 thousand range,. But but how do you think about where we are and some of the price action that's occurred? Ah, giving the models you gass have, yes, i actally say it's quite encouraging. We held. The problem with we're buying it to day is that we're not yet near that sort of inflection point in the liquidity cycle. You never want to just isolate one variable when you're making acid allocation decisions.

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