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bitcoin pricing model

December 18, 2021 By Asi de Silva

Peak Market Uncertainty in 2022

We face peak market uncertainty in 2022 as rate hikes give way to 2021’s easy liquidy. The Fed will stop expanding the balance sheet by March 2022 and it plans three rate hikes next year. This assumes core inflation falling sharply, whereas we see core inflation staying high even as headline inflation eases next year. […]

Filed Under: Blog, News, The Dispatch Tagged With: bitcoin pricing model, bond yield, buybacks, CAPE ratio, central bank liquidity, china equities, China Junk bonds, china macro, China policy, China RE policy, crypto adoption, crypto outlook, equity valuations, Evergrande, fund inflows, insider selling, options activity, retail speculation, yield curve

May 1, 2021 By Asi de Silva

Square + Ark bitcoin energy study, Kanye’s $1.8m sneakers, Tesla sells Bitcoin, Timmer’s turns cautious & no signs of Bitcoin peak in on-chain data

Dispatch #13 -2021 April 30th, 2021 The top story this week is the Square + Ark Invest’s view on the bitcoin network’s potential role in the global transition to renewable energy. The Dispatch is not entirely sold on this rose-tinted view, but since it’s a Bitcoin-leaning weekly, this story gets the lead! However, there are […]

Filed Under: The Dispatch Tagged With: Ark Invest, bitcoin corp treasury adoption, bitcoin energy consumption, bitcoin pricing model, bitcoin trading, Buffet indicator, Fidelity, Jurrien Timmer, Kanye West, Sean Culkin, sneaker auction, Square, Tesla, Tesla bitcoin

April 24, 2021 By Asi de Silva

Fidelity Bitcoin pricing model

Dispatch #12 -2021 April 23rd, 2021 The leading story this week is the Bitcoin pricing model published by Fidelity’s Jurrien Timmer.  This study incorporates the exponential demand curve with the already well understood exponential supply decline. He uses the mobile phone adoption curve to model how the Bitcoin price may evolve over the long term. […]

Filed Under: The Dispatch Tagged With: bitcoin adoption, Bitcoin futures liquidation, bitcoin pricing model, bitcoin selloff, Brevan Howard, crypto adoption, crypto payments, Fidelity, inflation, institutional bitcoin adoption, Jackson TN, Jurrien Timmer, Time Magazine, Venmo

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