BTC017: Bitcoin Onchain Analytics & Timing w/ Charles Edwards (Bitcoin Podcast)
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Intro
This chapter delves into the intricacies of Bitcoin valuation through the lens of a quant investor, examining key metrics like energy costs. The discussion highlights the shift from traditional investment methodologies to more innovative strategies tailored for the cryptocurrency market.
IN THIS EPISODE, YOU'LL LEARN:
- Charles' thoughts on how to value Bitcoin
- What are hash ribbons
- What are some Macro factors he's paying attention to
- What is the contango trade
- Bitcoin's price floor and how it relates to energy costs
- Top 3 investing lessons
- Bitcoin Tail Risks
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Bitcoin's production cost article by Charles Edwards
- What are Hash Ribbons & Bitcoin by Charles Edwards
- Charles Edwards fund at Capriole.io
- Charles Edwards on Twitter
- Browse through all our episodes (complete with transcripts) here.
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