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Making the case for #bitcoin every day. We track bitcoin's progress as a global macro asset, through data, charts, and a growing library of bitcoin content.
Mar 1, 2021 7 tweets 2 min read
Bitcoin's 10-year Compound Annual Growth Rate (CAGR) is unmatched in financial history. 1/ 2/ CAGR takes an asset's ROI between two dates, and works out the average compounded annual return.

For bitcoin over the past decade, this works out to 196.72%
Dec 21, 2020 14 tweets 5 min read
1/ The Bitcoin story this year has been dominated by institutional investors taking positions in BTC, or expressing supportive views.

This includes traders/investors such as Stan Druckenmiller and Paul Tudor Jones, plus large firms such Blackrock and Guggenheim.

A summary: 👇 2/ These are all $1B+ money managers, and we track their BTC comments & allocations here:

casebitcoin.com/money-manager-…

First in the list is Paul Tudor Jones, with his May macro update calling bitcoin the "fastest horse" to benefit from the post-covid macro environment.
Dec 14, 2020 6 tweets 2 min read
1/ Last 10-years Asset Classes Performance via @charliebilello

tldr: Bitcoin dominates all other contenders

casebitcoin.com/story/last-10-…

h/t @coryklippsten 2/ But the sample period start was Jan 1, 2011, when BTC was trading at $0.30, with a marketcap of about $1.8mm; not really a fair fight.

So how has BTC done vs traditional assets more recently?
Dec 10, 2020 9 tweets 4 min read
1/ New Chart - Sharpe ratios, a way to measure volatility-adjusted return.

How does Bitcoin do vs Gold, S&P500, and US Treasuries over various holding periods?

Is Bitcoin's volatility "worth it"?

casebitcoin.com/charts#sharpe_… 2/ Bitcoin has had insane returns over the past 10 years. But it has also historically exhibited very high volatility.

Do the returns justify the swings? ImageImage