[This is the once a monthy free Held Report newsletter]Most readers will remember my popular article “A Bitcoin supercycle” that I wrote in December 2020. Critics told me that coming up with a super-bullish thesis in the middle of the bull run is easy. But I didn’t come up with it during the bull run, I came up with it during the bear.
Question, I haven't listened to your 'What Bitcoin Did' podcast yet, but did you discuss / address the "inflation" revelations from various consumer products companies? Some interesting news around inflation. Also, the current microchip shortage is now driving down short term automotive production and increasing used car prices as well. So...now we have CPG inflation, durable goods (automotive) and housing up double digits in one year. Are those confirmed trends figured into your super cycle theory?
Thanks Dan for another great write up. I thoroughly enjoyed your chat with Peter on the What Bitcoin Did podcast. I only wish I had gotten in sooner, but here I am now.
What is your take on when the economy rebounds, as presently the main narrative for bitcoin is as an inflation hedge, perhaps the recovery may trigger a stock market correction, and if so, how will this impact Bitcoin?
This is a great companion piece to your recent interview on the 'What Bitcoin Did' podcast.
Awesome read!!!!!!!!!!
Thanks for update, Dan! It’s going to be a really interesting year. Hope to see you at the Miami 2021 Bitcoin conference. Keep up the great work.
Question, I haven't listened to your 'What Bitcoin Did' podcast yet, but did you discuss / address the "inflation" revelations from various consumer products companies? Some interesting news around inflation. Also, the current microchip shortage is now driving down short term automotive production and increasing used car prices as well. So...now we have CPG inflation, durable goods (automotive) and housing up double digits in one year. Are those confirmed trends figured into your super cycle theory?
I think you had a two-part series on this on YouTube that I listened to a little while back. Great follow-up! Thanks, Dan!
Thanks Dan for another great write up. I thoroughly enjoyed your chat with Peter on the What Bitcoin Did podcast. I only wish I had gotten in sooner, but here I am now.
What is your take on when the economy rebounds, as presently the main narrative for bitcoin is as an inflation hedge, perhaps the recovery may trigger a stock market correction, and if so, how will this impact Bitcoin?