Discover and read the best of Twitter Threads about #ItsJustMath
Most recents (2)
Nakamoto Portfolio Theory
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Bitcoin Valuation based on Fixed Income
Inspired by @FossGregfoss's work, we'll explore how to estimate the value of Bitcoin using credit default swaps (CDS) as fiat insurance.
You know... "for the kids".
1/n
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Bitcoin Valuation based on Fixed Income
Inspired by @FossGregfoss's work, we'll explore how to estimate the value of Bitcoin using credit default swaps (CDS) as fiat insurance.
You know... "for the kids".
1/n
In line with our other research pieces, this one comes with a web app so you can also run the numbers.
In this one you can change pretty much all assumptions (numbers in blue can be edited) including CDS levels, debt levels and other assumptions.
nakamotoportfolio.com/apps/foss
2/n
In this one you can change pretty much all assumptions (numbers in blue can be edited) including CDS levels, debt levels and other assumptions.
nakamotoportfolio.com/apps/foss
2/n
Just like in our previous pieces, the idea is to give a framework to understand potential scenarios. Although I keep referring to them as models, these are frameworks. We provide some initial assumptions and you can create your own.
3/n
3/n
The comedy on Twitter has taken a large hit tonight with the loss of Bill Mitchell's account.
Tonight, in honor of Bill's amazing tweets, we remember some of the gems he provided for us. #RIPBillMitchellsAccount
Tonight, in honor of Bill's amazing tweets, we remember some of the gems he provided for us. #RIPBillMitchellsAccount
I don't care what anyone says, this might be the greatest thing that Bill Mitchell ever tweeted.
#RIPBillMitchellsAccount #ItsJustMath
#RIPBillMitchellsAccount #ItsJustMath
That time when Bill Mitchell was downplaying death to reopen the economy sooner during COVID.
#RIPBillMitchellsAccount #ItsJustMath
#RIPBillMitchellsAccount #ItsJustMath
