Joe and Joe discuss key macroeconomic indicators for 2023, Bitcoin adoption cycles, and Bitcoin valuation methodology.
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Timestamps:
00:00 Joe’s Background
04:27 Macro Outlook for 2023
09:52 Do peaking bond yields signal a Bitcoin bottom?
14:28 Does the curve inversion signal a coming recession?
20:03 How can you value Ethereum?
23:18 How can you value Bitcoin?
28:12 Bitcoin adoption cycles
37:21 Is the halving priced in?
39:59 Explaining Bitcoin to risk averse investors
