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rajatsonifnance / Rajat Soni, CFA
npub13wl…np8z
2024-04-26 23:32:50

rajatsonifnance on Nostr: "Intrinsic value" CANNOT be applied to commodities like #Bitcoin Intrinsic value is ...

"Intrinsic value" CANNOT be applied to commodities like #Bitcoin   

Intrinsic value is supposed to be a way to calculate the true current value of an asset using variables like dividend streams, discounted cash flows, and residual income.

Commodities don't produce any of these, so you can't use intrinsic value to calculate what they're worth.

We don't value the food we eat based on the cash flow it provides - we price it based on supply and demand.

#Bitcoin    is a commodity.

Intrinsic value only applies to stocks, real estate, bonds, etc.

It can be completely subjective based on an investor's assumptions for risk-free rates, consumer demand, etc.

For example, people say "Apple has intrinsic value" and "Apple isn't a speculative investment because of its cash flows."

How do you know people will still want iPhones 30 years from now?

Intrinsic value doesn't consider disruptive technology or network effects, because it isn't designed to do so.
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