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

June 24, 2023 01:21:35
Episode Cover

Read_744 - How To Position for the Bitcoin Boom, Part 2 [Adamant Research]

"Investing in bitcoin, we believe, is like having the ability to buy shares of a general “Internet ETF” back in the early 1990s, or...

Listen

Episode

December 13, 2023 02:36:37
Episode Cover

Read_784 - How FinCEN May Be Violating your Rights

"I’ve done an overall analysis of the proposal by addressing seven different sections of where FinCEN is attempting to infringe on your rights. From...

Listen

Episode

December 13, 2018 00:28:43
Episode Cover

CryptoQuikRead_199 - Confidential Auditing [Nick Szabo]

"Auditing controls might fairly be called the security protocols of capitalism… [but] auditing is in deep conflict with efforts towards greater privacy." -Nick Szabo...

Listen