I remembered the podcast between @AviFelman and @wclemente when Avi talked about, among other indicators, the EHMA 180D.
I wondered how high the spread can get between price and the ma.
25% is historically a lot. But in euphoric moments it could go to 40% and even 50%
The TBL Bitcoin Production Cost says $21.285
The difference between the Bitcoin Production Cost of @caprioleio is getting bigger.
With their calculations, Production is around $53.000 and Electrical Cost is around $31.000.
After the Halving those numbers will double.
I guess the Production Cost is weighted 33% in the TBL Fair Value. So this metric has a big impact on the TBL fair value.
Very interested in your opinions about those metrics. @JoeConsorti@timevalueofbtc
@FriisParisi @adam3us Investors used to have a 60:40 portfolio. 60% bonds, 40% stocks Adam is saying with the ETF buying and Financial Advisors able to buy withing 70 days or so, the new standard will be to add at least 1% bitcoin to the portfolio allocation
@EwannnaLoopSha@adam3us Investors used to have a 60:40 portfolio.
60% bonds, 40% stocks
Adam is saying with the ETF buying and Financial Advisors able to buy withing 70 days or so, the new standard will be to add at least 1% bitcoin to the portfolio allocation
We build a little indicator with the inspiration of @PrestonPysh
The $MSTR @MicroStrategy spread of the value of $BTC holdings as Sats per Share in USD terms and the MSTR share value expressed in percentage
You can see @PrestonPysh is multiplying the bitcoin price * the sats per share. So per share $MSTR there is around $580 worth of #bitcoin on the balance sheet, but the share is trading for around $760. So that is the $180 dollars of spread.
Preston is calling for selling more common stock to buy bitcoin to raise the sats per share and raise shareholder value.
@PenningsDerek
Een nieuw gesprek is te zien en ditmaal hadden we @BdGBertdeGroot van @BitcoinBrabant te gast. We praten over bitcoin mining, het huidige betalingsverkeer en de afhankelijkheid van Amerikaanse partijen, #Bitcoin binnen Europa, Bert zijn boek aanbevelingen en nog veel meer.
Morgen hebben wij @BdGBertdeGroot, oprichter van @BitcoinBrabant en voorzitter van Verenigde Bitcoinbedrijven Nederland, te gast. Heb jij specifieke vragen voor Bert die we moeten bespreken? Stel ze hieronder ๐!