@Croesus_BTC - @edstromandrew - Macro Monthly - Unpacking The Silvergate Bank Debacle. #319
Once Bitten! A Bitcoin Podcast.
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The Outsiders and Bitcoin
Andy Cevallos: Bitcoin looks a little bit like one of these very long-term compounding assets. He says it's all about the supply cut dynamic, which is similar to share buyback and other key tools that smart capital allocator CEOs took advantage of over long periods in their career. "I think I'm blinded a little bit by the math, but you just don't have three kids yet," he adds.
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Transcript
