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Bitcoin

privateBullish

Decentralized digital cryptocurrency operating on a peer-to-peer blockchain network without central authority.bitcoin.org ↗

1 take · first discussed May 31, 2024

Net conviction
Bullish
Who's weighed in
Chamath
Takes
1
First discussed
May 31, 2024

Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.

Where they stand now

ChamathChamath
Bullish

Chamath presents a historical halving-cycle analysis showing 8–45x price appreciation in the 18 months after prior halvings, argues the addition of spot ETFs accelerates mainstream adoption, and sees Bitcoin eventually replacing gold and serving as a hard-asset currency for countries seeking a store of value amid dollar debasement.

E181 · May 31, 20241 take ↓

The discussion

Based on the available thesis, Chamath holds a high-conviction bullish view on Bitcoin, grounded in three main arguments: historical halving cycles have delivered 8–45x price appreciation in the 18 months following each halving, the introduction of spot ETFs is expected to accelerate mainstream adoption, and Bitcoin is positioned to eventually rival gold as a hard-asset store of value — particularly for nations looking to hedge against dollar debasement through dual-currency arrangements. No other host theses were provided, so cross-host agreement or disagreement cannot be assessed from the supplied material.

How they got there

ChamathChamath1 take since May 31, 2024
BullishE181May 31, 2024⚑

Chamath presents a historical halving-cycle analysis showing 8–45x price appreciation in the 18 months after prior halvings, argues the addition of spot ETFs accelerates mainstream adoption, and sees Bitcoin eventually replacing gold and serving as a hard-asset currency for countries seeking a store of value amid dollar debasement.

18 months after the first halving, the Bitcoin price returned 45x. After the second halving, it returned almost 28x. And after this third halving, it returned almost an 8x... there are a lot of countries... that will become dual”55:56
iAbout these quotes
Quotes are machine-transcribed from the episode audio — use the Listen links to verify any take against the source, or the ⚑ link to report a problem. Takes marked unverified, low-conviction, or commentary-only never move stances, the index, or the funds.