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André Dragosch, PhD | Bitcoin & Macro
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The fact that the s-curve exponential growth theory for #
bitcoin
is still a minority opinion speaks volumes imo.
We‘re going way higher.
#BTC
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André Dragosch, PhD | Bitcoin & Macro
@Andre_Dragosch
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Imagine saving in money that can be „erased“ from one day to another. #bitcoin fixes this.
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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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Proof of Work.
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Really cool to see my new book out there in the wild. It's an incredible feeling as an author. Hope readers will enjoy the book and that they will find it illuminating and useful at the same time. Count your blessings! 🙏 #Bitcoin #Macro #Investing #ExponentialGold
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I don't know who needs to hear this but obviously holding #bitcoin or holding bitcoin treasury companies are a complete different ball game. One is significantly less riskier than the other and a new asset class on its own. Just know your risks and know what you own! #DYOR
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