QB Episode 5: Godzilla and Omega with Adam Back & Samson Mow
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Description
Adam Back and Samson Mow join the Quant Bros to discuss:
BTC Prague
Bitcoin Adoption Trends
Godzilla and Omega candles
Incentives for Public Company and Nation State Adoption
Important BTC metrics and Indicators
Bitcoin Supply and Demand Imbalance
Microstrategy
Max Pain Theory
Full YouTube Link: https://youtu.be/HGLuodO_tEU?si=245xpk43xBAELthp
X/Twitter Profiles: "RyQuant", "PunterJeff", "adam3us", "Excellion"
More Episodes
00:00 Market Milestones and $MSTR Sentiment Analysis
05:06 PunterJeff profile sentiment analytics & what exuberance really looks like
10:52 A look ahead to future sentiment
16:00 What are Rational Evaluations?
20:10 Valuation in irrational markets (GME squeeze compared to MSTR)
23:55 Looking...
Published 10/12/24
Published 10/12/24
Quant Bros Episode 7.5 ⚡️ "THE $MSTR thesis & new era of Bitcoin as collateral"
Valuing & comparing top 20 equities
$MSTR Valuation thesis & framework
Bitcoin as collateral & Programmable money
Index Inclusion impact on MCap
Where we're going & future outlook
...
Published 10/07/24
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