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8 contributions to Bitcoin
Oct '25 •
"Back of the Envelope" valuation?
I'm keen to hear from anyone about how they value assets. Specifically valuing them quickly. For instance, if you've ever invested in the stock market you might take a quick look at P/E ratios. Or buying a house you might have a quick look at what other similar properties are priced at in the local area. How much of a mindset shift was it for you to realise that this approach couldn't be replicated as quickly and easily for Bitcoin? How do you actually think of the "value" of Bitcoin?
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Oct '25 •
What piece of wisdom/advice helps you wrap your head around these 3 objections
Here are 3 of the most common objections I hear from people with regards to why they're not investing in bitcoin... 1) "I'd never invest in something that's so volatile..." 2) "Bitcoin is worthless because it doesn't have any intrinsic value... it's not backed by anything." 3) "It's just a digital coin, someone else can just create a digital coin and copy it." So I'm curious... What's a quick 1 liner or simple counter argument for each of these 3? I'll share some of my counter arguments in the comments once I hear from at least 3 of you below! 👇
4 likes • Oct '25
1) Too volatile? I don’t understand. Oh you mean to the downside? But volatility is upside risk too and BTC is one of the single best performing assets over the last 10 years. 2) You see that car you drive? Or those sneakers you’re wearing? Most of the cost comes from the brand, which is intangible. Not real, not backed by anything. 3) Sure…and I can pick up a baseball bat but doesn’t mean I’m suddenly a Major League MVP
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Sep '25 •
Fed Lowered Rates Yesterday. And Today?
Surprise surprise... number go up. 2 more rate cuts coming this year, too 🤯 EVERY TIME fed lowers rate, BTC moons and fiat tanks. Are your bags packed, yet?
2 likes • Sep '25
@Matt Wills very good strategy! And DCAing through bear markets is a ninja move too
1 like • Sep '25
@Arthur Fox There are a number of moving parts, but the net effect is currently liquidity expansion not contraction, when you consider their balance sheet, repo facility and Treasury General Account
2 likes • Jul '25
Just for context, lower rates are better for Main Street when they ACTUALLY happen. Lower rates are ALREADY priced in for Wall Street (who aim to predict the future), which is why we're seeing increased bitcoin ETF flows (largely an institutional bitcoin exposure tool right now). The rocket ship is warming up, but the economy needs to show signs of excitement to get more retail buyers aboard! This dataset needs to be heading quickly towards "50" for that to happen: United States ISM Manufacturing PMI
1 like • Jul '25
Or, what it must be like to be clinically insane, telling the world you know the facts of life, yet hardly anyone listens and says you’re crazy
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