TIP286: Mastermind Discussion 1Q 2020 (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network
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Bitcoin Valuation and Market Dynamics
This chapter examines the relevance of Metcalfe's law and the stock-to-flow model in valuing Bitcoin amidst changing economic conditions. It contrasts Bitcoin with traditional assets like gold, discussing its potential as a safe-haven investment and the implications of finite supply in a post-pandemic economy. Additionally, it explores psychological factors affecting Bitcoin's price, including miner costs and the behavior of long-term holders in the market.
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