Podcast: Bitcoin Audible

CryptoQuikRead_350 – Of Course You Can Own Bitcoins [Bitcoin Rabbi]

Can you really own Bitcoins? Or do you merely have possession of keys that grant a high probability of exclusive control? A fun short read to close out the week, from the Bitcoin Rabbi on defining what it means to own or possess bitcoin. Check out the original article below on medium and drop some…

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CryptoQuikRead_349 – The Rise of SIM Swapping [David Hollerith]

“For the better part of the last decade, the combination of these two practices has given rise to an increasing number of SIM swap attacks ending in the theft of bitcoin and other cryptocurrencies.” – David Hollerith Another piece from BitcoinMagazine.com, this one by author and podcast host David Hollerith, that breaks down the risks…

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CryptoQuikRead_348 – All 21M Bitcoin Already Exist [Phil Geiger]

“we have nearly 11 years of empirical evidence that the network itself has been holding and transacting bitcoin, but instead of with private key signatures, it’s in exchange for hashed electricity.”  – Phil Geiger Framing the scarcity of Bitcoin at first seems obvious, but with a closer look, is far more difficult than it would…

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CryptoQuikRead_347 – Strike! By Zap [Jack Mallers]

An exciting development form the extraordinary team over at Zap and the Mallers Fam! The seed of the infrastructure inversion has landed, and its’ called Strike! Don’t miss the details on this incredible development and join the beta if you want to test out and provide feedback for this product over at strike.zaphq.io. This is…

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CryptoQuikRead_346 – The Kindest Cut; Why The 2020 Bitcoin Halving… [Peter C. Earle]

“What’s noteworthy about this point is that, upon this particular halving, Bitcoin “inflating” at a roughly 1.8 percent rate annually will nominally — and by then, quite possibly in real terms — be “inflating” at a rate lower than both the Federal Reserve target of 2 percent per year and current, CPI-based estimates of real…

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CryptoQuikRead_345 – Bitcoin Obsoletes All Other Money [Parker Lewis]

“Money is an intersubjective problem, and a choice to opt into one monetary medium is an explicit opt out of the other, which in turn causes one network to gain value (and utility) at the direct expense of another.” – Parker Lewis Skipping around a little bit in the “Gradually, Then Suddenly” series, we read…

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GuysTake_026 – The Halving is Not Priced in, Here’s Why

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,”…

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CryptoQuikRead_344 – Efficient Markets & Bitcoin’s Stock to Flow [PlanB]

“A first reaction could be that it is a great investment opportunity. A better reaction (from an EMH and non arbitrage point of view) would be that it is too good to be true.” – PlanB If the efficient market hypothesis requires that known events be priced in, then how could the S2F be a…

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CryptoQuikRead_344 – Efficient Markets & Bitcoin’s Stock to Flow [PlanB]

“A first reaction could be that it is a great investment opportunity. A better reaction (from an EMH and non arbitrage point of view) would be that it is too good to be true.” – PlanB

If the efficient market hypothesis requires that known events be priced in, then how could the S2F be a model for Bitcoin’s price? When such an obvious and unchanging piece of information is available, shouldn’t the market price it in? Continuing with the foundation laid from yesterday’s article, we read Plan B’s piece on what a risk & return model might tell us about the market’s pricing of Bitcoin ahead of the halving.

Drop some applause on the original article at the link below and don’t forget to follow @100TrillionUSD (PlanB) if you haven’t already!
https://medium.com/@100trillionUSD/efficient-market-hypothesis-and-bitcoin-stock-to-flow-model-db17f40e6107

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

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CryptoQuikRead_343 – Introduction to the Efficient Market Hypothesis for Bitcoiners [Nic Carter]

“So is the halving “priced in” or will it be a catalyst for appreciation? […] I consider it patently absurd that a change in issuance would have been overlooked by the price-setting entities.”  – Nic Carter You are definitely gonna want to hear Nic’s incredibly thorough argument as to why in this article! Breaking down…

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