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How To Properly Value Bitcoin | Alex Thorn
About this Episode
Welcome to The Bitcoin Layer, where we bring you research, analysis, and education for all things bitcoin and macro. In this episode, Nik is joined by Alex Thorn, head of research at Galaxy. Alex explains how investors are supposed to think about bitcoin valuation, breaks down how institutional adoption is helping to moderate volatility and bring in more stability for bitcoin as payment, and forecasts the driving factors behind bitcoin markets going forward.
New YouTube videos M/W/F — New Substack posts T/R/S
The Bitcoin Layer is brought to you by River and Foundation Devices.
Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.
Go to https://thebitcoinlayer.com/foundation to receive $10 off your purchase of a Passport by Foundation Devices, the most intuitive bitcoin wallet on the market today.
Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com
Follow TBL on Twitter: https://twitter.com/TheBitcoinLayer
Follow TBL on LinkedIn: https://linkedin.com/company/TheBitco...
Follow TBL on Instagram: https://instagram.com/TheBitcoinLayer
Follow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayer
Subscribe to The Bitcoin Layer on your favorite podcast platform.
Subscribe and turn on notifications for TBL on YouTube.
Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
Sign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistory
Contribute to The Bitcoin Layer via Lightning Network: [email protected]
Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
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#TheBitcoinLayer #NikBhatia #Galazy #BitcoinSupply #Scarcity #Trades #ETF #Broker #OTC #NAV #Glassnode #Liquidity #BTCETH #Bonds #Business #Investments #Treasuries #Sovereign #SovereignDebt #ReserveCurrency #SoundMoney #Savings #Save #Gold #Digital #Commodity #Currency #Assets #YieldCurve #Property #Markets #USTreasury #TreasuryBills #BalanceSheet #LowRisk #Long #Short #Markets #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro
The Bitcoin Layer and its guests do not provide investment advice.
Chapters:
00:00:00 - Introduction and Love of Hip-Hop
00:05:30 - Valuing Bitcoin: More than Just a Store of Value
00:10:46 - Pair Trades in the Crypto Market
00:15:59 - Expressing a Complicated View of the Market
00:21:32 - Increasing Propensity for Holding Bitcoin
00:26:57 - The Impact of Institutional Capital on Bitcoin Volatility
00:32:03 - Bitcoin as a Less Risky Investment
00:37:22 - The Impact of Macro Environment on Bitcoin's Valuation
00:42:43 - Structural Flows and Market Access
New YouTube videos M/W/F — New Substack posts T/R/S
The Bitcoin Layer is brought to you by River and Foundation Devices.
Visit https://river.com and start buying today, or visit https://river.com/TBL for $5 free when you sign up and buy $100 in Bitcoin.
Go to https://thebitcoinlayer.com/foundation to receive $10 off your purchase of a Passport by Foundation Devices, the most intuitive bitcoin wallet on the market today.
Subscribe to TBL on Substack: https://TheBitcoinLayer.substack.com
Follow TBL on Twitter: https://twitter.com/TheBitcoinLayer
Follow TBL on LinkedIn: https://linkedin.com/company/TheBitco...
Follow TBL on Instagram: https://instagram.com/TheBitcoinLayer
Follow TBL on TikTok: https://www.tiktok.com/@thebitcoinlayer
Subscribe to The Bitcoin Layer on your favorite podcast platform.
Subscribe and turn on notifications for TBL on YouTube.
Use code TBLYT10 for 10% off all The Bitcoin Layer Merch at http://TheBitcoinLayer.com/merch
Sign up for the free Monetary History course on @SaylorAcademy : http://sylr.org/MonetaryHistory
Contribute to The Bitcoin Layer via Lightning Network: [email protected]
Nik Bhatia's Twitter: https://twitter.com/timevalueofbtc
Research Associate Joe Consorti's Twitter: https://twitter.com/JoeConsorti
Creative Director Matthew Ball's Twitter: https://twitter.com/matthewrball
Block Height 808639
#TheBitcoinLayer #NikBhatia #Galazy #BitcoinSupply #Scarcity #Trades #ETF #Broker #OTC #NAV #Glassnode #Liquidity #BTCETH #Bonds #Business #Investments #Treasuries #Sovereign #SovereignDebt #ReserveCurrency #SoundMoney #Savings #Save #Gold #Digital #Commodity #Currency #Assets #YieldCurve #Property #Markets #USTreasury #TreasuryBills #BalanceSheet #LowRisk #Long #Short #Markets #FED #Debt #Inflation #Statistic #Rates #Interest #Asset #Bitcoin #Dollar #Sats #BTC #Market #Currency #Crypto #Analysis #Investment #News #Finance #Education #Blockchain #Mining #BitcoinMining #Macro
The Bitcoin Layer and its guests do not provide investment advice.
Chapters:
00:00:00 - Introduction and Love of Hip-Hop
00:05:30 - Valuing Bitcoin: More than Just a Store of Value
00:10:46 - Pair Trades in the Crypto Market
00:15:59 - Expressing a Complicated View of the Market
00:21:32 - Increasing Propensity for Holding Bitcoin
00:26:57 - The Impact of Institutional Capital on Bitcoin Volatility
00:32:03 - Bitcoin as a Less Risky Investment
00:37:22 - The Impact of Macro Environment on Bitcoin's Valuation
00:42:43 - Structural Flows and Market Access
Hosts & Guests
No transcript available for this episode.
