Freezy on Nostr: What is the investment thesis of someone who buys Nvidia today for the long term? ...
What is the investment thesis of someone who buys Nvidia today for the long term? Maybe: "AI is gonna keep growing. NVD remains GPU king & also becomes LLM ASIC king." .. alright, but that seems like such a limited & uncertain path forward compared to #Bitcoin , right?
Today, Bitcoin sits at 1,3 trillion marketcap, which puts it at around the 9th largest asset in the world.
However, as Bitcoin is base money it's maybe more sensible to compare it to the monetary base of countries. I've found different information on the UK's monetary base but Bitcoin is prbly somewhere in that range. So it took ca. 15 years to reach the former world reserve currency.
It seems highly likely that #Bitcoin is simply going to keep on monetising, eating into the monetary premium of gold, securities, bonds & real estate. The TAM is soo gigantic & the path forward soo obvious that its superiority over NVD as a long term investment seems obvious.
Today, Bitcoin sits at 1,3 trillion marketcap, which puts it at around the 9th largest asset in the world.
However, as Bitcoin is base money it's maybe more sensible to compare it to the monetary base of countries. I've found different information on the UK's monetary base but Bitcoin is prbly somewhere in that range. So it took ca. 15 years to reach the former world reserve currency.
It seems highly likely that #Bitcoin is simply going to keep on monetising, eating into the monetary premium of gold, securities, bonds & real estate. The TAM is soo gigantic & the path forward soo obvious that its superiority over NVD as a long term investment seems obvious.