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2023-11-01 22:01:36

Finney21 on Nostr: P01 presentation notes [11.1.23 - block 814,886] #Bitcoin is not a hedge by Parker ...

P01 presentation notes [11.1.23 - block 814,886]

#Bitcoin is not a hedge by Parker Lewis [34min]

Bitcoin isn’t a hedge to inflation, it’s the solution to inflation

Bitcoin only. Not crypto

There will only ever be 21 million bitcoin

Bitcoin is a form of money that cannot be printed

Economic systems converge on a single form of money. We only need a single form of money

People cannot flee to the safety of something they do not understand

Less than 1% of people currently understand and have material exposure to bitcoin

Adoption occurs as knowledge distributes

Why is Bitcoin valuable? 21 million fixed supply, censorship resistant, trustless

What problem does Bitcoin solve? Money printing (which creates inflation)

World events demonstrate the reason Bitcoin exists. Canadian freedom convoy, 2023 bank failures

Knowledge distributes as a function of time

People move from trading bitcoin to get more dollars to accumulating bitcoin because it is replacing the dollar

“If you understand bitcoin, there’s no way you only own 1%” - Michael Saylor

Every fundamental of Bitcoin is currently very strong

Nearly 70% of bitcoin has not moved in over a year

The Halving is the most important market event in Bitcoin

Bitcoin becomes more scarce every year especially during halving years

92.9% of all bitcoin that will ever be created has already been issued as of today

Injection of new dollars induces the expansion of credit

Without printing more money, the debt system collapses

“bitcoin is the only large tradeable asset in the world that has a known fixed maximum supply” - Paul Tudor Jones (May 2020)

Only a better form of money can fix a broken money

The fiat system becomes more fragile when exposed to stress. Bitcoin gains strength when exposed to stress

Bitcoin functions best in a world without bailouts

Bitcoin is the greatest asymmetry to ever exist

Most asymmetrical events are low probability. Adoption of Bitcoin is an asymmetrical event that is highly probable

If they printed $5 trillion last time, they will need to print much more the next time (which seems to be getting very close)

There is no top to global adoption of bitcoin as money

Bitcoin’s scarcity is not valuable without education and security
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