André Dragosch, PhD | Bitcoin & Macro
European Head of Research @ Bitwise - #Bitcoin - Macro - PhD in Financial History - Not investment advice - Views strictly mine - Beware of impersonators
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We talk a lot about the tech adoption of Bitcoin but we don’t talk so much about „reverse adoption“, ie divestments from established assets such as the USD or US Treasury bonds.
If Bitcoin represents a new global monetary order what happens to the old one?
If Bitcoin represents a new global monetary order what happens to the old one?
*** FINAL DRAFT IS HERE ***
I've just finished adding the final touches to Exponential Gold!
I am really grateful to all the experts who contributed over the past week, and to the guys at @KonsensusN for all their hard work in shaping the book.
Now I'm going to leave the book to the print & publication gods!
Count your blessings!
I've just finished adding the final touches to Exponential Gold!
I am really grateful to all the experts who contributed over the past week, and to the guys at @KonsensusN for all their hard work in shaping the book.
Now I'm going to leave the book to the print & publication gods!
Count your blessings!
GM ☕️
All roads lead to a weaker Dollar and by derivation, higher global money supply.
Which asset do you think will benefit the most?
Plan accordingly.
All roads lead to a weaker Dollar and by derivation, higher global money supply.
Which asset do you think will benefit the most?
Plan accordingly.
The system is f‘ed beyond repair with the only medicine left being either default or high inflation.
What do think the patient will take?
Stay humble and stack Sats.
#Bitcoin
What do think the patient will take?
Stay humble and stack Sats.
#Bitcoin
📕SPOTTED: The book cover of Exponential Gold is finished and it looks beautiful!
Really grateful for the team at @KonsensusN, @Excellion and others who are helping me with the book! 🙏
Book will most likely be released in early June 2025!
More soon.
Really grateful for the team at @KonsensusN, @Excellion and others who are helping me with the book! 🙏
Book will most likely be released in early June 2025!
More soon.
I have the strange feeling that we might be looking at an SVB-like financial crisis again the moment bond yields break out to new cycle highs...
Got portfolio insurance?
#Bitcoin
Got portfolio insurance?
#Bitcoin
Are government bonds the next "Big Short"?
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.
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.
„This is fine“
Question to all the solo miners:
Is 688M shares a good number?
Is 688M shares a good number?
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
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
US consumer expectations about future finances: Worst in history...
Wen printer?
Wen printer?
ICYMI: Metaplanet just retraced 50% from its intraday all-time high during European trading hours.
PREDICTION: Bitcoin will most-likely be the 2nd most valuable single asset in the world at the end of 2025 already.
Serious question: What do you think will happen if the 30yr yield breaks 5.17%?
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