#1: Dissecting Bitcoin , Gold, and The Future of Macro Investing (w/ Dan Tapiero)
Svetski Wake Up Podcast
00:00
The Challenge of Applying a Mental Model to Valuing Bitcoin
Bitcoin is fundamentally a new, a new invention. You can't use mental models of the pasto to really try and value this. Bion exists as an immutable digital network with a verifiably scarce unit supply. That is a far better mental model when trying to understand what bicon's potential upside is. The truth machine book by Mike Casey and Paulvina is just garbage. It does represent a, a sa network that you cannot reverse - but that doesn't really predicate truth.
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Transcript
