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André Dragosch, PhD | Bitcoin & Macro
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Imagine saving in money that can be „erased“ from one day to another.
#bitcoin fixes this.
#BTC
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André Dragosch, PhD | Bitcoin & Macro
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Honestly, I don’t know why people are so excited about Jim Chanos’ debate. Contrarian views is what makes markets and he will either make money on his trade or not. Even if he did make money, this doesn’t even need to have any implications for MSTR‘s business model whatsoever.
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Just arrived in Prague! You guys are awesome! @Matyas44Cook @BTCPrague
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Ready for the biggest #Bitcoin conference in Europe? I will be speaking a couple of times at @BTCPrague this week: 🔸MAINSTAGE: Thursday - keynote at 9:10 am. 🔸MAINSTAGE: Friday - debate with @giacomozucco , @BitcoinErrorLog , @francispouliot_ and @stephanlivera at 11:20 am 🔸BITCOIN CORPORATE DAY: Friday - Workshop with @RealDigitalRay on how to allocate wisely. Hope to see you there!
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GM ☕️ Major institutional investors in Europe are getting ready to tap into #bitcoin ETPs. I can tell you - you're not bullish enough for this cycle.
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The way I tend to look at the $MSTR NAV premium is as another proxy for #bitcoin return expectations. High Premium --> high BTC return expectations Low premium/discount --> low BTC return expectations Hence, the high correlation to the BTC basis rate (~0.62)
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