RT Avocado Toast (@avotoast)So recent BTC price action has pretty much killed the digital gold narrative (you can't underperform analog gold) and it's obviously not been a store of value/safe haven asset (the Blackrock/Fink pitch)The performance, correlation to equity downside, and poor sharpe ratio pretty much guarantee it's not making its way into big money portfolios (pension/endowment/private wealth channels) at scale anytime soonPpl argue with me on this last point (but it's a debasement trade!); these ...

🔥 BULLISH: Pension funds are starting to view Bitcoin as a real store of value, citing its scarcity and long-term resilience. https://t.co/y1uFaKVRTQ ...

RT Bitcoin Magazine (@BitcoinMagazine)NEW: 🇦🇪 The Abu Dhabi Investment Council on why they tripled their investment in #Bitcoin:“We view Bitcoin as a store of value similar to gold...we see Bitcoin playing an increasingly important role alongside gold.” 🐂 https://t.co/XdP87kmQ9e ...

NEW: 🇦🇪 The Abu Dhabi Investment Council on why they tripled their investment in #Bitcoin:“We view Bitcoin as a store of value similar to gold...we see Bitcoin playing an increasingly important role alongside gold.” 🐂 https://t.co/XdP87kmQ9e ...

RT Nick Szabo (@NickSzabo4)Bitcoin since its inception has been climbing a learning curve : every year more long-term savers and investors learn about its superiority as a trust-minimized and dilution-minimized store of value. Its dominant signal thus resembles the price action of hot NASDAQ companies that are also climbing learning curves. And like hot stocks, that climb invites debt-funded speculation and the resulting volatility. Other signals are real and there but tend to get buried in the by the domin ...

Bitcoin's Price Dynamics - Bitcoin's price action resembles that of high-growth NASDAQ companies due to its ongoing learning curve and increasing adoption as a store of value [1] - Debt-funded speculation contributes to Bitcoin's price volatility, similar to hot stocks [1] Signals Influencing Bitcoin - Bitcoin's primary signal is driven by its increasing adoption as a trust-minimized and dilution-minimized store of value [1] - Secondary signals, such as global money supply, gold price, and real bond yields, are currently overshadowed by the dominant adoption signal and volatility [1] - These "debasement trade" signals are expected to become more prominent as Bitcoin matures and completes its learning curve [1]

RT Nick Szabo (@NickSzabo4)Bitcoin since its inception has been climbing a learning curve : every year more long-term savers and investors learn about its superiority as a trust-minimized and dilution-minimized store of value. Its dominant signal thus resembles the price action of hot NASDAQ companies that are also climbing learning curves. And like hot stocks, that climb invites debt-funded speculation and the resulting volatility. Other signals are real and there but tend to get buried in the by the domin ...

RT Nick Szabo (@NickSzabo4)Bitcoin since its inception has been climbing a learning curve : every year more long-term savers and investors learn about its superiority as a trust-minimized and dilution-minimized store of value. Its dominant signal thus resembles the price action of hot NASDAQ companies that are also climbing learning curves. And like hot stocks, that climb invites debt-funded speculation and the resulting volatility. Other signals are real and there but tend to get buried in the by the domin ...

RT Nick Szabo (@NickSzabo4)Bitcoin since its inception has been climbing a learning curve : every year more long-term savers and investors learn about its superiority as a trust-minimized and dilution-minimized store of value. Its dominant signal thus resembles the price action of hot NASDAQ companies that are also climbing learning curves. And like hot stocks, that climb invites debt-funded speculation and the resulting volatility. Other signals are real and there but tend to get buried in the by the domin ...

RT Ignas | DeFi (@DefiIgnas)The beauty of $ZEC is that the higher the price goes, the better the product becomes.Is it worth 7B or 70B? Why not 700B FDV?$ZEC has no revenue metrics like DeFi tokens or perp DEXs like $HYPE, or L1s like $SOL, or $ETH.It trades like a memecoin but it isn't one because of its privacy features and its potential to become money and a store of value.The higher the price, the stronger the 'moneyness' premium it earns.Very few on CT are allocated to $ZEC, and even then it's a small ...