Bitcoin: On the Way to $400K? with Andy Edstrom SLP605

This podcast episode critically examines Bitcoin's price modeling, market timing challenges, the evolving landscape of leverage and loans, and the broader macroeconomic context influencing Bitcoin. Stephan and Andy analyze the limitations of existing price models and propose a fundamental analysis approach, while navigating the complexities of market volatility and personal investment strategies. They highlight the shifting dynamics of crypto lending and the implications of macroeconomic factors such as government debt and inflation on Bitcoin's future. Ultimately, the discussion emphasizes the need for adaptability in investment approaches, as well as an understanding of geopolitical risks and the potential for a Bitcoin standard in the financial system.