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André Dragosch, PhD | Bitcoin & Macro
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Just arrived in Prague! You guys are awesome! @Matyas44Cook @BTCPrague
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André Dragosch, PhD | Bitcoin & Macro
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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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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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The fact that the s-curve exponential growth theory for #bitcoin is still a minority opinion speaks volumes imo. We‘re going way higher.
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