21st Capital

By 21st Capital

21stCapital - Bitcoin Custody and Analysis Consultation... more

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How many episodes does 21st Capital have?

The podcast currently has 86 episodes available.

21st Capital episodes:

September 30, 2024 22 - Best Bitcoin Data: A NEW WEEKLY SHOW - Ep 01
This is the first episode of the Best Bitcoin Data show, where professional data analysts and quants curate for you the best Bitcoin data, charts, and analyses of the week. In this episode, we cover the Volatility-Adjusted Power Law index and Bitcoin Quantile Regression Channel.
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Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future:
https://21stcapital.com/youtube
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00:00 - Introduction to the Show
11:02 - Volatility-Adjusted Power Law Index
31:36 - Quantile Regression Channel
59:59 - Future Plans
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1h 6min
September 12, 2024 21 - Optimal Bitcoin Allocation: Maximizing Returns with Controlled Risk
How much of your portfolio should you allocate to Bitcoin to maximize your returns without taking on too much risk?
Using the Kelly criterion, Stephen Perrenod, Ph.D., calculates the optimal Bitcoin allocation to be at least 75%.
The Kelly formula helps you determine the optimal size of an investment, balancing the potential for growth with the risk of losing your capital.
By calculating the proportion of your portfolio to invest based on the probability of success and expected returns, the Kelly Criterion allows you to maximize long-term growth while avoiding the trap of overexposure to a single source of risk.
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Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future:
https://21stcapital.com/youtube
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00:00 - Intro
01:54 - Stephen Perrenod's Background
02:32 - Main Kelly Criterion Explanation
09:04 - Derivation of the Kelly Criterion
10:57 - Bitcoin Allocation Results Using Kelly Criterion
16:22 - Kelly Criterion Applied to Weekly Bitcoin Data
19:16 - Kelly Criterion Equity Curves for Bitcoin (Spoiler: Don’t Trade!)
21:15 - Kelly Criterion Quarterly Bitcoin Holdings Analysis
22:14 - Quarterly Rebalancing Simulation Using Kelly Criterion for Bitcoin
23:19 - What If You Bought $10,000 Worth of Bitcoin at the Start of 2015?
27:04 - Bitcoin Equity Curves for Annual Decisions
28:17 - Continuous Distribution Kelly Formula
29:24 - Smoothed Kelly Criterion for Bitcoin
32:16 - Kelly Criterion Applied to MicroStrategy’s Bitcoin Allocation
35:18 - Bitcoin, Gold, or Nvidia?
40:02 - 100% Bitcoin Allocation
41:44 - Bitcoin Replaces Bonds: A Retirement Plan with Bitcoin
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46min
September 07, 2024 20 - Michael Saylor's Bitcoin24: A Deep Dive with Dr. Stephen Perrenod
Dr. Perrenod offers a detailed critique of Michael Saylor’s Bitcoin models (Bitcoin24), diving into the key insights and potential limitations.
Dr. Stephen Perrenod is a Harvard and MIT alumnus with a rich background in astrophysics and high-performance computing.
With expertise ranging from galaxy cluster modeling to cutting-edge AI and Big Data technologies, Dr. Perrenod brings a unique perspective to the conversation.
Don't miss this fascinating discussion on Bitcoin's future, technological innovations, and financial systems.
Links:
Dr. Perrenod’s website: https://darkmatterdarkenergy.com/about
Saylor’s Bitcoin model on GitHub: https://github.com/bitcoin-model/bitcoin_model/tree/main
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Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future:
https://21stcapital.com/youtube
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00:00 - Intro
02:11 - Bitcoin Is a Decentralized Supercomputer
04:57 - Issues With Bitcoin24 Models
06:21 - Saylor's Bitcoin24 Parameters
09:15 - Bitcoin Is Power Law, But Bitcoin24 Is Not
23:05 - Why a Power Law Model for Bitcoin?
25:41 - Bitcoin Power Law Parameters
27:52 - Power Law Projection
29:31 - Applying Occam's Razor to Saylor's Bitcoin24
32:53 - Conclusion
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36min
September 05, 2024 19 - Michael Saylor's New Bitcoin Models: Are All Models Destroyed? #bitcoin #saylor
On August 30th, Michael Saylor unveiled a suite of Bitcoin models forecasting its price over the coming decades under bear, base, and bull scenarios.
Giovanni Santostasi and Sina dive into these models, exploring their assumptions and price predictions.
Giovanni is the creator of the Bitcoin Power Law theory, which is a powerful tool for modeling and predicting Bitcoin price.
Tune in to this episode to discover what we found.
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Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future:
https://21stcapital.com/youtube
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00:00 - Intro
01:12 - Who Is Giovanni Santostasi?
02:08 - Is Bitcoin Price Modeling Futile?
02:45 - Michael Saylor: All Models Are Destroyed
04:21 - Skepticism about Bitcoin Price Modeling
05:45 - How Can You Tell If a Model Is Good?
07:49 - Components of Michael Saylor's Bitcoin Models: Bear, Base, Bull
15:20 - Saylor's Bitcoin Models' Formula
17:57 - Saylor's Bitcoin Models vs. the Power Law Index
29:57 - Bitcoin's Performance Been Exponential?
36:43 - Criticism of Saylor's Bitcoin Models
42:26 - Bitcoin Is Predictable!
01:00:10 - What's Wrong with PlanB's Bitcoin Model?
01:13:00 - THERE IS NO SECOND BEST!
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Learn more about Saylor's Bitcoin Models:
https://github.com/bitcoin-model/bitcoin_model/tree/main
...more
1h 16min
February 04, 2024 BG#18 - Orange is the new green!
Marius is a Bitcoin journalist at Cryptoast, one of the leading French crypto media. He also has his own website, adoptblock.com, whose mission is to raise awareness about Bitcoin.
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Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future:
https://21stcapital.com/youtube
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00:00 - intro to pod
01:57 - Marius's intro
05:44 - Challenges in Bitcoin adoption by companies
08:14 - Bitcoin adoption in Iran report
17:36 - Marius’s journey into Bitcoin
20:20 - Bitcoin’s energy consumption
29:27 - Why Bitcoin?
32:06 - future projects
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Read Marius's article, The Bitcoin Revolution in Iran:
https://www.adoptblock.com/bitcoin-revolution-iran-en
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Follow Marius:
https://www.adoptblock.com/marius
https://twitter.com/AaB_Marius
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36min
October 21, 2023 TECH02 - Non-custodial Wallets (BG#21)
In the second lecture of TECH course, RK talks about non-custodial wallets, the difference between hard and cold wallets, and the risks and benefits of having a non-custodial wallet.
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Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future:
https://21stcapital.com/youtube
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00:00 - Intro
01:39 - Private wallet definition
04:44 - How private wallets work
17:32 - Types of private wallets
28:16 - Trade-offs
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33min
October 16, 2023 ECON02 - Monetary History (BG#19)
In the second lecture of ECON course, Sina talks about the history of money from livestock to modern coinage.
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Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future:
https://21stcapital.com/youtube
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00:00 - intro
01:33 - livestock
02:48 - grains
04:56 - collectibles
11:01 - base metals
15:29 - modern coinage
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38min
October 16, 2023 TECH01 - Custody Methods for Bitcoin (BG#20)
This is the first lesson from RK's TECH series.
In this lecture, he talks about custodian wallets, their risks and their probable benefits.
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Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future:
https://21stcapital.com/youtube
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...more
21min
September 08, 2023 ECON01 - What Is Money? (BG#18)
This is the first lesson from Sina's short course on economics.
In ECON01, he talks about the emergence of money, its evolution throughout history, and the features of good money.
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Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future:
https://21stcapital.com/youtube
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00:00 - Intro
00:58 - Outline
02:21 - Caveman Economy
07:46 - Barter
18:34 - Emergence of Money
28:55 - Emergence of Credit
36:42 - Features of Good Money
45:49 The Cantillon Effect
55:54 - Stock to Flow
01:02:40 - Next Courses Overview
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1h 5min
July 08, 2023 BG17 - Monetary Policy, Inequality & the Sly Fix with Ulric Pattillo
Ulric Pattillo is a writer and a Bitcoin advocate in the US. In this conversation, we talk about our recent substack article on how monetary policy produces systemic inequality. Here is the full article: https://bitguide.substack.com/p/monetary-policy-systemic-inequality
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Schedule a personalized demo with 21st Capital and let us show you how to secure your Bitcoin for the future:
https://21stcapital.com/youtube
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00:00 - Intro
01:48 - Ulric's background
13:00 - The Article
21:31 - Macroeconomic Mindset
29:15 - Policy Pendulum Crushing the Little Guy
35:40 - COVID's Billionaire Boom
45:00 - Finance Opacity vs. Bitcoin Transparency
51:20 - Bitcoin Game Theory
59:00 - Final Remarks
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Ulric's Twitter: https://twitter.com/kobiduran
Ulric's Website: https://serulric.com/
Declaration of Monetary Independence: https://declarationofmonetaryindependence.org/
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1h 3min

FAQs about 21st Capital:

How many episodes does 21st Capital have?

The podcast currently has 86 episodes available.