Sign up to save your podcasts
Or
Share GuysTake_026 - The Halving is Not Priced in, Here's Why
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
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," 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
View all episodes
By Guy Swann
3.5
22 ratings
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
More shows like Bitcoin Audible
View all
We Study Billionaires - The Investor’s Podcast Network
3,390 Listeners
TFTC: A Bitcoin Podcast
772 Listeners
The Bitcoin Standard Podcast
429 Listeners
Stephan Livera Podcast
402 Listeners
The Pomp Podcast
1,842 Listeners
Bitcoin Magazine Podcast
141 Listeners
What Bitcoin Did
276 Listeners
Swan Signal Live - A Bitcoin Show
185 Listeners
The Bitcoin Matrix
81 Listeners
Coin Stories with Natalie Brunell
453 Listeners
Rabbit Hole Recap
124 Listeners
The Jack Mallers Show
125 Listeners
Bitcoin for Millennials
26 Listeners
Simply Bitcoin
103 Listeners
THE Bitcoin Podcast
43 Listeners