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The Breakdown
Vijay Boyapati’s Four Mental Models for Valuing Bitcoin
From “Tulip Mania” to “the World’s Reserve Currency,” these valuation models show the full range of bitcoin’s long-term possibilities.
HODL FOMO vs. Speculative FOMO: Why This Bitcoin Bull Market Will Be Different
As bitcoin crosses $17,000 it’s not retail speculation but a new, long-term investor mindset driving the price up.
Bitcoin at $318,000 Next December? One Citibank Exec Says It’s Possible
Breaking down a recent report that has Bitcoin Twitter salivating and skeptical at the same time.
Dollar Decline and the Paralysis of Conventional Monetary Policy
A reading of Kenneth Rogoff’s latest piece on the strange reality of the dollar’s global status.
Dalio Says Governments Will Kill Bitcoin. Is He Right?
In an otherwise extremely bullish week, famed investor Ray Dalio reiterated his skepticism of bitcoin and digital assets.
PayPal Rolls Out Crypto for All US Customers
Crypto Twitter reacts to the announcement and answers the question: Just how big a deal is this?
Meet the $10B Asset Manager With a 10,000 BTC Treasury, feat. NYDIG’s Robby Gutmann
One of the (quietly) largest players in the institutional bitcoin space discusses the changing investor landscape in his first-ever podcast interview.
Discovering Bitcoin Through the #EndSARS Movement, Feat. Yele Bademosi & Akin Sawyerr
When the Nigerian government shut down #EndSARS protestors’ bank accounts, bitcoin and crypto became a way around.
Legendary Investor Stan Druckenmiller Turns Bitcoin Bull
Billionaire investor Stan Druckenmiller made pro-bitcoin comments on CNBC, joining other high-profile, ultra high-net-worth investors.
The Biggest Macro Event Since March
According to the bright minds of FinTwit, the biggest event isn’t the U.S. presidential election but today’s Pfizer vaccine update.
