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The Macro Forces Driving Bitcoin | Plan B & Jurrien Timmer

Inflection Point

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Bitcoin

Vesser: Maybe we saw a kind of peake meamstock mania back in february of last year. I think you could make a pretty strong argument that you saw retail leave the crypto market back in about april of 20 21 as well. Vesser s bit coin as a tex stolk, and maybe even mean stock. And i'm quite sure that er institutional investors who are, at least in europe, and at least one's, i know, not very fond of bit coin. But yes, i see bit coin asa as a unique asset,. with a with a positive, sharp ratio and a direct arbitrage withe currencies.

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