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:
h/t @coryklippsten2/ 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.