Chapter 1: Why is Bitcoin holding strong during economic crises?
All right, guys, everyone wants to know what the heck is going on with Bitcoin.
Chapter 2: What impact will the Morgan Stanley Bitcoin ETF have?
All these other assets are falling out of the sky.
Chapter 3: How does geopolitical uncertainty affect Bitcoin's value?
We got stocks down. We got gold down. We got bonds down.
Chapter 4: What strategies should investors consider for buying Bitcoin?
People are freaking out. Oil spiked.
Chapter 5: What are the reasons Bitcoin is expected to succeed?
Everyone's worried about inflation and people want to understand why is Bitcoin still green? How the heck is it that the asset that's supposed to be a beta to all risk somehow up given the geopolitical conflict? Well, the simple thing is that we can just go straight to the data. First, let's look at Bitcoin long-term holders.
Chapter 6: Is quantum computing a real threat to Bitcoin?
Bitcoin Archive here shows that the Bitcoin long-term holders, they've bought 308,000 Bitcoin recently. The reason why that's important is if you have a persistent bid in the market, then naturally you should expect the price to find a floor.
Chapter 7: What do Bitcoin critics say about its future?
Some of this is coming from strategy or other companies in the public market, but also you're starting to see the OGs, the long-term holders that have been accumulating for a long time. They were selling last year, starting to buy again. That's usually a pretty good thing.
One thing to remember is that Bitcoin's volatility was like an 80 or 90 vol asset, but now that's compressed down to like 35 or 40.
Chapter 8: How does global liquidity influence Bitcoin's price?
So basically got cut in half or so. Well, that makes sense if all of a sudden the drawdowns used to be 80%, 85% in bear markets, but now it's only been about 50%. I don't know. I'm not a mathematician, but that seems to be working in our favor.
Now, the other reason why I think that there is quite a bit of excitement and enthusiasm is that Morgan Stanley recently filed to actually publish a Bitcoin ETF. They see what BlackRock's doing. They see all the money that's being printed. BlackRock is now a Bitcoin company. They literally make more money from their Bitcoin ETF than any other product in their suite. Congratulations to them.
Super smart of them to launch it. And obviously it's been very successful. Fidelity, they're in the game. You've got companies like Bitwise or VanEck. They're all trying to get a piece of this pie. And guess what? Morgan Stanley, they ain't going to sit by and let this thing go without them.
And so Eric Balchunis over at Bloomberg, he says that we are going to see the Morgan Stanley ETF go live this week. It's obviously going to be a very big deal. But if we have long term holders accumulating and now we've got a net new thing like the Morgan Stanley ETF, which has massive distribution due to their sales team, what's likely to happen?
Well, in my eyes, it makes Bitcoin the shining light in a sea of red, according to Iran. Now, why do I say according to the Iran conflict? Well, if you think about what's been happening is investors are scared. There's uncertainty. There's chaos. When is this thing going to end? Are we going to bomb away civilization? Are we going to take out every bridge, every energy facility?
Or are we just going to say, hey, you know what? We win. We killed a bunch of people and we took out their regime. And now we're just going to go home and let the rest of the world fight it out over the street. I don't know what we're going to do. Frankly, it's way above my pay grade. But what I do know is that investors are trying to figure it out right now.
And they seem to be flocking to Bitcoin because it is a digital decentralized non-sovereign asset that isn't tied to any one country. That obviously is really invaluable. Now, I went on CNBC recently and I talked about this. And so take a listen to how I described it to Andrew Ross Sorkin. Bitcoin's been the shining light over the Iran conflict. I mean, stocks are down. You see bonds going down.
You see gold going down. Bitcoin has been flat to slightly up. And I don't know if you can take a victory lap in the sense of over the last year, it's been the opposite. Bitcoin's been down and those assets have been up. But I do think that people are saying to themselves, well, I thought that Bitcoin was supposed to just be kind of beta to the rest of these risk assets.
And so if everything else is selling off, why is Bitcoin not selling off? And so I do think that there's a little bit of light at the end of the tunnel for Bitcoin investors who have been taking a couple of beatings.
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