IN THIS EPISODE, YOU'LL LEARN:

  • Charles' thoughts on how to value Bitcoin
  • What are hash ribbons
  • What are some Macro factors he's paying attention to
  • What is the contango trade
  • Bitcoin's price floor and how it relates to energy costs
  • Top 3 investing lessons
  • Bitcoin Tail Risks

BOOKS AND RESOURCES:

  • Bitcoin's production cost article by Charles Edwards
  • What are Hash Ribbons & Bitcoin by Charles Edwards
  • Charles Edwards fund at Capriole.io
  • Charles Edwards on Twitter
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  • Browse through all our episodes (complete with transcripts) here.
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