Rob

technology venture investor

[Rob @Rob79049439]

@dotkrueger Grade A bullshit. People have trouble conceiving of infinity, so mathematicians being the magnanimous people are, assume infinity doesn't exist and wallah ... problem solved.

[Rob @Rob79049439]

@dotkrueger People used to think business cycle was every 4 years too…

[Rob @Rob79049439]

@moneyordebt Of course. I’m just drawing and analogy between Moore’s law and the power law.

[Rob @Rob79049439]

Moore’s law has proven fairly predictive. The semiconductor cycle has not. People say history repeats, but when it doesn’t it “rhymes” but probably history just doesn’t actually repeat because we learn. Maybe Rene Girard has a better model of bubbles, we are all little copy cats mimetically wanting what the other guy has until war breaks out and we kill each other. 😂

[Rob @Rob79049439]

@WayneVaughan Great analogy.🤣

[Rob @Rob79049439]

@CeeGix @moneyordebt A powerlaw relationship isn't a vector. It can be described as a vector in log/log space, but so what? What is "Bitcoin Implied ISM Pricing"?

[Rob @Rob79049439]

@moneyordebt This BTC/Au quantile chart is bar none the beat in BTC PL land…

[Rob @Rob79049439]

@moneyordebt Given that gold is the most similar to BTC of any tradfi monetary peers, BTC/Au PL analysis should be the best. BTC/Au quantile called the $80k bottom as well. BTC/Au is the gold standard for BTC analysis!!!

[Rob @Rob79049439]

@A5T3R0lD Happy thanksgiving to the kind folks at Asteroid Media.

[Rob @Rob79049439]

@dotkrueger HIO has to be inverse Moore’s Law for that equation to work!!! 🤣🤣🤣🤣

[Rob @Rob79049439]

@TheRealPlanC BTC/Au quantile model has $80k around 10% quantile. Given that gold is closer to BTC than $, very hard to ignore…

[Rob @Rob79049439]

@A5T3R0lD Haha. Exactly!

[Rob @Rob79049439]

@tomyoungjr @scottmelker So stupid. What is it about halving that could possible cause decline in demand for BTC?

[Rob @Rob79049439]

“Bitcoin 4-year cycle” = astrology
Halving = less new BTC
Less new BTC ≠ price must go down
Change my mind.

[Rob @Rob79049439]

@dotkrueger The bear market is over!!

[Rob @Rob79049439]

$80k isn’t just support — it’s the statistical floor.
BTC/Au power law = bottom 10% quantile. Gold is the best analog.
Good luck getting below it.
@moneyordebt
@dotkrueger

[Fred Krueger #BIP-110 @dotkrueger]

"80K was the bottom"
-- Rob

[Rob @Rob79049439]

I think this is probably GDP miscalculation/malcalculation. GDP calculation in practice is interesting rabbit hole. Every country does it differently (ie wrong in different ways). It’s theoretically mumbo jumbo. Basically anything using comparative GDP is unreliable. That would actually make for a fun X spaces at some point.

[Rob @Rob79049439]

@bensig Haha. Love it.