Supply Shock The Past, Present and Future of Crypto | DAS London 2024
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Apr 3, 2024 CoinShares' Daniel Masters and Room 40 Capital's Jonathan Cheesman discuss the evolution of crypto finance, financialization, valuation of cryptocurrencies, navigating inflation, trust issues in the crypto community, and Bitcoin's evolution towards mainstream adoption.
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Daniel Masters' Bitcoin Beginnings
- In 2012, Daniel Masters saw a Bitcoin chart on TV and recognized its potential.
- He sent $10,000 to a Chinese bank, traded on Mt. Gox, and explored the technology.
Multiple Facets of Digital Assets
- Digital assets can be viewed through various lenses, including commodities, businesses, and money.
- Masters and Cheesman analyze digital assets like commodity traders.
Transition to Technology-Driven Assets
- Digital assets are transitioning from being primarily driven by supply and demand to being driven by technology.
- Increased scalability of blockchains like Ethereum and Solana are facilitating this shift.