The Macro Forces Driving Bitcoin | Plan B & Jurrien Timmer
Inflection Point
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What Do You Expect to See in 2022?
As rates go up, you know, we should see compression in terms of multiple sat equity orgetting. So then it really becomes earnings job to kind of carry the stock market in general. But one thing i think some some people are missing is that even though the s and p is only very recently in a correction, i hie was frothy last year. And so as that has now come out, because the liquidity tideis going back out the sea. That's why it's o important to have valuation models,. Because he price is just that. A and so yo, so per r r r, we were just talking about the feds ancial repression last year caused the p e
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