
On today’s show I talk with Bitcoin investor and fund manager, Charles Edwards, about onchain analytics and Bitcoin energy models. IN THIS EPISODE, YOU’LL LEARN: 0:00:00 - Intro 0:00:37 - Charles’ thoughts on how to value Bitcoin 0:04:07 - What are hash ribbons 0:11:45 - Bitcoin’s price floor and how it relates to energy costs 0:14:52 - What are some Macro factors he’s paying attention to 0:25:44 - What is the contango trade 0:33:46 - Top 3 investing lessons 0:47:40 - Bitcoin Tail Risks Subscribe to We Study Billionaires podcast show: https://open.spotify.com/show/28RHOkXkuHuotUrkCdvlOP To access our show notes, courses or forums, go to theinvestorspodcast.com. ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ADDITIONAL INVESTING RESOURCES: Ask the Investors: https://www.youtube.com/playlist?list=PL_xlkwLDH1F8msJn1pD3z95KuFLQWPuf- Asset Allocation Course: https://www.youtube.com/playlist?list=PL_xlkwLDH1F9coxc1aExB8xbw9daFDF6P Real Estate Investing: https://www.youtube.com/playlist?list=PL_xlkwLDH1F_p00VYv3psJ8rhDAGOvR5W Millennial Investing: https://www.youtube.com/playlist?list=PL_xlkwLDH1F-NVcnR47rMkT0ByTWQBvBf ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ Download Stig & Preston's 1-page checklist for finding great stock picks: https://www.theinvestorspodcast.com/form-youtube-checklist/ Have a question? Get your voice heard on the show: https://www.theinvestorspodcast.com/your-questions/ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.