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intrinsic btc 2

  • The “macro” origins of bitcoin.
  • The shifts in the bitcoin narrative over time.
  • Why the ICO boom was a seminal moment for external markets to gain more interest in the cryptocurrency space.
  • Why the role of bitcoin as a safe haven is contextual to local politics and economics.
  • Why HODLing behavior shows the promise of bitcoin as a future safe haven.
  • The immediate-term risks to bitcoin in the case of a global recession.
  • What order-book data suggests about the state of the markets.
Listen to the podcast here or read the whole transcript below.

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