qthomp

qthomp

The $15-16k FTX bottom was likely inorganic. If you plot COINBASE:BTCUSD versus NASDAQ:IXIC , TVC:GOLD , and/or real rates, they say something similar. Why does this matter? One of the simplest ways to value an asset is the present value of its binomial probabilities, an upside case and a downside case. If that downside case is actually 25-30% higher, that's...

qthomp Updated 

OTC:GBTC is looking like a better long here largely on the basis of a weakening BINANCE:ETHBTC