179. Bondpocalypse with Greg Foss
The Bitcoin Standard Podcast
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The Short Volatility Asset
Bitcoin is now the global score of value and has replaced US treasuries as that safe haven. Bitcoin could melt because people finally realize it's not a risk asset, but a risk off asset. When the VIX spikes, Bitcoin should rally when the world realizes what it is. If you guys know option pricing, you have no time expiry. So there's going to be a long gamma squeeze where people run into Bitcoins.
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