Predicting dollar monetary policy: Thousands of PhD economists, politicians, bankers, and journalists pontificating, parsing tea leaves, and making demands. Predicting bitcoin monetary policy: One Twitter bot

If you want to know more about bitcoin, the deep stuff, study it's history (cypherpunks, Digicash, HashCash, BitGold, Bittorrent etc) and follow the right people (not those 3 above, or their obvious friends) -> this chart is a really good start, just follow the white rabbit.

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Arthur Hayes

1/3 The financial sector has grown faster than the underlying real economy. Many causes, one is that you can't just hold US dollars for years due to inflation, so you pay a trusted third party to manage a portfolio of stocks and bonds on your behalf.

PlanB youtu.be/j2AvU2cfXRk?t=7

Secret to happiness (on @Twitter at least)

President Lukashenko of Belarus talking about using nuclear power to mine #bitcoin.

Government employed actor who plays an economist on the internet wants you to believe government borrowing from your children to pay his salary is good for you by bundling himself and your children into one mythical entity called 'WE'.

IMO we're likely in a new renaissance of Bitcoin, this one is powered by capital influx of high net worth investors, while the early one was from the tech savvy who were bootstrapping the network. Super Bullish.

G7 doesn't do the Math and broadcasts erroneous message. Bitcoin perhaps one of the greatest stores of value invented. First 10yr track record, approx 300% annualized return vs the US dollar, much greater vs other world currencies and commodities. theblockcrypto.com/linked/43738/b…

So the drunk is back on the road home! digitalik.net/btc/

Lets go fam $btc

We can take this understanding back to Bitcoin investors. The only "app" that cannot easily be transported to a new network is SoV as it has network effect lock in. Bear that in mind next time a big blocker pitches more utility on its network like BCH or BSV.

Governing council of the ECB. Do all those guys "look" and probably think the same? One woman. Where's the youth? Do any of them own bitcoin? Or are they just thinking about more deeply negative rates? Nice paintings but don't see creativity coming out of this room.

Another look at the bitcoin cycle bottoms. Inspired by a CoinMetrics.io chart but the OCD in me needed the halvings aligned.

Pitched bitcoin to institutional investors last week. Presentation started with these 3 charts: Sharpe ratio ( ), zero correlation with other assets (Pantera Capital), correlation and cointegration with stock-to-flow (PlanB). Amazing response!

If you really want to understand Tether – why it exists, who uses it, where demand comes from, and the creation and redemption cycle – who should you consult? The academics, or the folks running OTC desks that dealt with billions of dollars worth?

GeertjanCap digitalikNet here. I plotted the CI expansions for each VECM snapshot, and then used the last CI for the forecast range.