GuysTake_026 - The Halving is Not Priced in, Here's Why

January 29, 2020 01:08:45
GuysTake_026 - The Halving is Not Priced in, Here's Why
Bitcoin Audible
GuysTake_026 - The Halving is Not Priced in, Here's Why

Jan 29 2020 | 01:08:45

/

Hosted By

Guy Swann

Show Notes

As a follow up to Nic Carter's excellent breakdown of the efficient market hypothesis, and PlanB's piece addressing the market's evaluation of the risks in Bitcoin, I go through the reasons I feel the market both is very unwilling and unconfident about the consequences of the halving, and therefore sees it not as "known information," but more a blind gamble.

For diving deeper into the many topics and works that I brought up, here are the links of all those I remembered:
• Nic Carter's "Introduction to the Efficient Market Hypothesis"
https://anchor.fm/thecryptoconomy/episodes/CryptoQuikRead_343---Introduction-to-the-Efficient-Market-Hypothesis-for-Bitcoiners-Nic-Carter-eac03b
• PlanB's "Efficient Markets and Bitcoin's Stock-to-Flow"
https://anchor.fm/thecryptoconomy/episodes/CryptoQuikRead_344---Efficient-Markets--Bitcoins-Stock-to-Flow-PlanB-eaco0i
• Hayek's "Use of Knowledge in Society" [Part 1 & 2]
https://anchor.fm/thecryptoconomy/episodes/CryptoQuikRead_250---Use-of-Knowledge-in-Society-Part-1---F--A--Hayek-e43pfj
https://anchor.fm/thecryptoconomy/episodes/CryptoQuikRead_251---Use-of-Knowledge-in-Society-Part-2---F--A--Hayek-e444k0
• Parker Lewis's "Bitcoin is Not Backed by Nothing"
https://anchor.fm/thecryptoconomy/episodes/CryptoQuikRead_335---Bitcoin-is-Not-Backed-by-Nothing-Parker-Lewis-e9v1rs
• Hoppe's "Yield From Money Held Reconsidered"
https://anchor.fm/thecryptoconomy/episodes/CryptoQuikRead_122---The-Yield-From-Money-Held-Reconsidered-e2ndqn
• Conner Brown's "Bitcoin Has No Intrinsic Value, & That's Great!"
https://anchor.fm/thecryptoconomy/episodes/CryptoQuikRead_249---Bitcoin-Has-No-Intrinsic-Value---Thats-Great--Conner-Brown-e43bcm

Don't forget to grab your tickets to BitBlockBoom and use the offer code CC for a 30% discount!
https://bitblockboom.com/

--- Send in a voice message: https://podcasters.spotify.com/pod/show/bitcoinaudible/message

Other Episodes

Episode

November 18, 2020 00:32:33
Episode Cover

Read_464 - Poolin's Initiative to Activate Taproot [Aaron Van Wirdum]

“Taproot will unlock a new range of possibilities for Bitcoin, improving privacy and expanding smart contract possibilities” The code has been merged, the client...

Listen

Episode

March 23, 2022 00:46:32
Episode Cover

Read_614 - ...and Then They Fight You [SovrynMindset]

"Much more to say. This is just a starting point, but I'm interested in Bitcoin for its potential to reorient civilization to an existence...

Listen

Episode

February 07, 2019 00:59:55
Episode Cover

CryptoQuikRead_210 - Human Threat Model [Part 1 - JW Weatherman]

Today we begin the "Human Threat Model," by @jwweatherman.  An exploration of the attack surface that exists in the very nature of being human,...

Listen