Joe and Joe discuss key macroeconomic indicators for 2023, Bitcoin adoption cycles, and Bitcoin valuation methodology.

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Timestamps: 

00:00 Joe’s Background

04:27 Macro Outlook for 2023

09:52 Do peaking bond yields signal a Bitcoin bottom?

14:28 Does the curve inversion signal a coming recession?

20:03 How can you value Ethereum?

23:18 How can you value Bitcoin?

28:12 Bitcoin adoption cycles

37:21 Is the halving priced in?

39:59 Explaining Bitcoin to risk averse investors