The Intrinsic Value Podcast - The Investor’s Podcast Network cover image

MI Rewind: Bitcoin, Long-Term Debt Cycles, & On-Chain Analysis w/ Dylan LeClair

The Intrinsic Value Podcast - The Investor’s Podcast Network

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The Relative Valuation of the Bitcoin Network

In aggregate, it's a pretty accurate measure of like average market cost basis. And so we can see this ratio of market price to a realized price and come up with some pretty interesting relative valuation framework. If that measure ever gets below one, it's usually like generational buy opportunity.

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