The Price of Money Just Changed... Why NO ONE Is Pricing Bitcoin Right!
Money is expensive again, Wall Street is repricing every asset, and Warren Buffett is sitting on a record $397 billion in cash. But Bitcoin isn’t a business—and measuring it by revenue or yield may completely miss its true market across cash, bonds, global liquidity, inflation, and capital flows. This episode breaks down Bitcoin valuation, real yields, the AI trade, and why billions may be waiting for a new signal.SPONSORS:
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CHAPTERS:
00:00 Bitcoin Left Out
00:59 New Crypto Benchmark
02:55 Cash Flow Ruler
04:08 Flows and Capitulation
05:35 Bitcoin Not a Business
08:16 Measured Against What
09:36 Market for Better Money
10:57 Liquidity Cycle and Debt
14:43 Zooming Out on Bitcoin
16:15 Final Thoughts and Questions
Link to video:
https://www.youtube.com/watch?v=McKTuWYzXgg
https://www.youtube.com/watch?v=FrDJ2bwvQdc
https://www.youtube.com/watch?v=NiwtzN3nhTY
https://www.youtube.com/watch?v=7eFu98rtoxE
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DISCLAIMER: All views in this episode are our own and DO NOT reflect the opinions/views of any of our guests or sponsors.
Copyright Disclaimer Under section 107 of the Copyright Act 1976, allowance is made for “fair use” for purposes such as criticism, comment, news reporting, teaching, scholarship, education, and research. If you are or represent the copyright owner of materials used in this video and have a problem using said material, please contact Simply Bitcoin. Receive SMS online on sms24.me
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