In this episode, Roni delves into the stock to flow model and its limitations in predicting Bitcoin's price. He analyzes the U.S. government's Bitcoin holdings and their potential market impact, discusses institutional adoption of Bitcoin as a hedge against inflation, and highlights SkyBridge Capital's early adoption. Roni also explores Bitcoin's potential to reach gold's market cap.

(0:00) Introduction and episode outline

(1:24) The stock to flow model and Bitcoin price prediction

(7:42) Limitations of mathematical models in predicting Bitcoin's price

(10:09) Analyzing the United States government's Bitcoin holdings and potential market impact

(15:21) Institutional adoption of Bitcoin and its role as a hedge against inflation

(18:35) SkyBridge Capital's early adoption of Bitcoin

(19:00) Bitcoin's potential to reach gold's market cap and increasing institutional interest

(20:00) Analysis of U.S. government's Bitcoin holdings

(20:15) Conclusion and sign off