Episode 05 of Value Stack Podcast is out now.
Here’s what we covered:
We discuss our experiences attending local bitcoin meetups in person, and the growth of the bitcoin community post-lockdown.
We have a critical look at the widely-followed Stock to Flow model and discuss its current large deviation from the model prediction. It is make-or-break time for this model to continue to hold. If it does, it looks to be a strong accumulation signal. Otherwise, worse could be ahead for Bitcoin price.
We talk about the Grayscale Trust GBTC lockup expiry soon approaching, and the implications it could have for the bitcoin markets, and the reasons investors may look to sell their position at a loss.
We talk about the risks of trading and timing market cycles, as well as managing emotions behind investing, based on our tenured experience as financial managers and investors in high-growth, volatile assets.
We recognize US Senator Cynthia Lummis' recent OpSec mistake on CNBC in this week's Boating Accident.
We talk about the difficult adjustment period and the implications a 50% hash rate drop has for the bitcoin network, as well as potential considerations to note over the next few months regarding bitcoin mining.
Brought to you by @Shaperfunds and @BTCBap.
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