SLP64 Tuur Demeester - What is Bitcoin Worth?...

Holding Bitcoin is not a financial plan. That is the starting point of Morgen Rochard's new book, Bitcoin Personal Finance, and of her return to the show. Bitcoin can fix the money, but it does not fix under-saving, spending habits or the money scripts people carry with them. Her ...  Afficher plus

James Lavish explains why he expects a gradual print to turn into a big one, what weak Treasury auctions signal, and what he got wrong about Bitcoin this cycle.Timestamps00:00 — Intro00:48 — Markets: Warsh, Oil and a Narrow Rally04:22 — How Much Debt Will AI Need?08:41 — Outgrowi ...  Afficher plus

In part two of Preston Pysh's discussion with Tuur Demeester, they go deep into Tuur's latest report on why right now in particular is a great time to be a Bitcoin bull. Tuur talks about numerous on-chain metrics, and circumstances happening in the macro backdrop that only contri ...  Afficher plus

Today on the Brief: A consumer spending rebound A new crypto regulatory regime in Europe A bitcoin warning from a famed investor Our main discussion:  Tuur Demeester is the managing partner of Adamant Capital, a bitcoin investment firm that earlier this year published “The ...  Afficher plus

In this podcast Saifedean and Lyn discuss Bitcoin and trends taking place in the macroeconomy. Lyn starts by giving her view on the investment case for Bitcoin, PlanB’s Stock to Flow model, and whether Bitcoin can be characterized as a Ponzi scheme. They then move on to discus ...