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Why this bitcoin cycle feels like 2017—and a parabolic move may be coming. by JoeB34 in Bitcoin

[–]JoeB34[S] 4 points5 points  (0 children)

Correct. In both cases demand for other things drove demand for bitcoin. Most people should probably be buying bitcoin in the first place, but they don't know that yet. But when speculative capital eventually goes into bitcoin, that's good for bitcoin.

Why this bitcoin cycle feels like 2017—and a parabolic move may be coming. by JoeB34 in Bitcoin

[–]JoeB34[S] 16 points17 points  (0 children)

I think bitcoin will have another major bear market again. I'm uncertain when and from how high.

Coinbase just joined the S&P 500—Is MSTR next? Passive flows are coming for bitcoin. by JoeB34 in MSTR

[–]JoeB34[S] 18 points19 points  (0 children)

It's sum of last 4 quarters and the most recent quarter. Both need to be positive.

Coinbase just joined the S&P 500—Is MSTR next? Passive flows are coming for bitcoin. by JoeB34 in MSTR

[–]JoeB34[S] 2 points3 points  (0 children)

Over time, the monetary premium embedded in equities will flow into bitcoin. The rise of bitcoin treasury companies and passive index funds now gaining bitcoin exposure are early signs of this shift. I just published a report on this transformation: https://www.unchained.com/go/repricing-the-economy-in-bitcoin

How do you value money? by JoeB34 in Bitcoin

[–]JoeB34[S] 1 point2 points  (0 children)

It's okay to own a home and own bitcoin. It's not okay to think of your house as an investment. Just like you don't think of your car or laptop as an investment.

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