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Post Nashville Event Recap – A Bitcoin VC Perspective The Good, The Bad, and the Bullish
The post Post Nashville Event Recap – A Bitcoin VC Perspective The Good, The Bad, and the Bullish appeared on BitcoinEthereumNews.com. Macro – Crossing the Rubicon 1. Donald J. Trump and the point of no return. 3 words, “Strategic Bitcoin Stockpile”. It was theorized by many Bitcoiners for years, some would even say dreamed of, and it happened just last week. Fair to say that Bitcoin has indeed crossed some sort of Rubicon on Saturday, a point of no return where everything can suddenly accelerate. The culprit? – goes by the name of game theory. Nations around the world, from this day forward, have to take this idea of a Bitcoin reserve seriously or face the consequences of being left behind. If enacted, the US will own around 1% of the total bitcoin supply. From the perspective of other countries, this strategy would be tough to replicate as the US basically got this bitcoin for free (through what could most likely be considered illegal and immoral means). Competing nations would be faced with the daunting/impossible task of accumulating hundreds of thousands of bitcoins without paying a huge premium for it. This is where Bitcoin mining becomes a matter of national security. On the back of that announcement from Trump, Michael Saylor also laid out a framework for nation-state adoption of bitcoin as a treasury asset (How to do it sensibly and why it makes sense) in front of 10+ senators. A good idea whose time has come is unstoppable. 2. Institutions are here. The same game theoretics apply for institutions. If nation-states are accumulating Bitcoin, corporations must do the same. Nation-state accumulation basically guarantees price go up over the long term, which means dollar-denominated corporate treasuries will suffer in relative terms. It becomes a bright line denominating winners and losers. Moving part of the treasury into BTC won’t even necessarily make you a winner, it’ll be the baseline requirement to compete.…
The post Post Nashville Event Recap – A Bitcoin VC Perspective The Good, The Bad, and the Bullish appeared on BitcoinEthereumNews.com.
Macro – Crossing the Rubicon 1. Donald J. Trump and the point of no return. 3 words, “Strategic Bitcoin Stockpile”. It was theorized by many Bitcoiners for years, some would even say dreamed of, and it happened just last week. Fair to say that Bitcoin has indeed crossed some sort of Rubicon on Saturday, a point of no return where everything can suddenly accelerate. The culprit? – goes by the name of game theory. Nations around the world, from this day forward, have to take this idea of a Bitcoin reserve seriously or face the consequences of being left behind. If enacted, the US will own around 1% of the total bitcoin supply. From the perspective of other countries, this strategy would be tough to replicate as the US basically got this bitcoin for free (through what could most likely be considered illegal and immoral means). Competing nations would be faced with the daunting/impossible task of accumulating hundreds of thousands of bitcoins without paying a huge premium for it. This is where Bitcoin mining becomes a matter of national security. On the back of that announcement from Trump, Michael Saylor also laid out a framework for nation-state adoption of bitcoin as a treasury asset (How to do it sensibly and why it makes sense) in front of 10+ senators. A good idea whose time has come is unstoppable. 2. Institutions are here. The same game theoretics apply for institutions. If nation-states are accumulating Bitcoin, corporations must do the same. Nation-state accumulation basically guarantees price go up over the long term, which means dollar-denominated corporate treasuries will suffer in relative terms. It becomes a bright line denominating winners and losers. Moving part of the treasury into BTC won’t even necessarily make you a winner, it’ll be the baseline requirement to compete.…
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