What Bitcoin Did GAMESTOP, MICROSTRATEGY & THE FINANCIALIZATION OF BITCOIN w/ Peter Dunworth
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Mar 31, 2025 Peter Dunworth, a multi-family office director and co-founder of The Bitcoin Adviser, delves into Bitcoin's transformative potential for the financial system. He predicts Bitcoin could reach a staggering $100 trillion valuation within a decade. They discuss how Bitcoin might counter collateral issues in credit markets and the impact of Australia's property obsession on generational wealth. The conversation also touches on GameStop's shift towards Bitcoin and how firms like MicroStrategy could reshape corporate finance in the cryptocurrency realm.
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Bitcoin Valuation Model
- Bitcoin could reach a $100 trillion market cap by applying a discounted cash flow model.
- This model uses the global money supply and inflation rate as key inputs.
Bitcoin's Potential 50x Growth
- Peter Dunworth believes Bitcoin's market cap could grow 50x within 10 years.
- This growth is driven by increasing demand and Bitcoin's fixed supply.
Bitcoin's Financialization and Supply/Demand Dynamics
- Financialization of Bitcoin, through borrowing and lending, impacts supply and demand.
- It restricts supply while increasing demand, driving up the price.