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André Dragosch, PhD | Bitcoin & Macro
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ICYMI: Metaplanet just retraced 50% from its intraday all-time high during European trading hours.
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André Dragosch, PhD | Bitcoin & Macro
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I wouldn’t be surprised if the current crisis in bonds is partially due to the mere existence of Bitcoin as an alternative store-of-value. Do you think Bitcoin‘s $2+ trn market cap has rather canibilised gold‘s or US Treasury bond‘s market cap? Mostly the latter in my view.
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JUST IN: Crypto Fear & Greed Index hits "Extreme Greed" for the 1st time since Jan 2025 again.
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„This is fine“
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Question to all the solo miners: Is 688M shares a good number?
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Great chart by @GoldmanSachs Yield changes and equity returns are non-linear. That's why a 60/40 portfolio offers essentially no diversification at all in a world of rising inflation expectations and sovereign risks. Got portfolio insurance? #Bitcoin
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