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princeofsats / Princeofsats
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2025-01-05 17:05:04

princeofsats on Nostr: In the past, when someone tells me #Bitcoin is "too volatile" I have used the house ...

In the past, when someone tells me #Bitcoin is "too volatile" I have used the house analogy too.

Imagine you buy a house in a really good neighbourhood with great facilities, lots of good shops, school nearby etc. You check the price from time to time in Zillow an you happily observe that keeps rising but after few years one night someone gets robbed or a house nearby has been burglarised... at the same time some of the owners decide to sell and you start checking the price every 2 days and see it dropping, would you get nervous? Would you sell that house in asap? I imagine you will continue considering it a "good investment" for the next 20 years right?

I think people still have a difficult time assessing what marginal price means and even more differentiating Price vs Value

If you haven't read what Ross wrote at the end of the year, you should.

https://www.nydig.com/research/stone-ridge-2024-investor-letter
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