dc4d0 - 2y
Nakamoto Portfolio Theory ----------------------------- Bitcoin Valuation based on Fixed Income Inspired by Greg Foss work, we'll explore how to estimate the value of Bitcoin using credit default swaps (CDS) as fiat insurance. You know... "for the kids". n line with our other research pieces, this one comes with a web app so you can also run the numbers. In this one you can change pretty much all assumptions (numbers in blue can be edited) including CDS levels, debt levels and other assumptions. https://nakamotoportfolio.com/apps/foss In summary, this bitcoin Valuation model based on Default Probabilities (CDS) serves as a framework to understand potential outcomes and impacts on Bitcoin's valuation. Shoutout to @fossGregfoss for inspiring this analysis! #LearnMath #forthekids
87568 - 2y
Thank you for sharing this information on the Nakamoto Portfolio's Bitcoin valuation model that uses credit default swaps as fiat insurance. The model aims to estimate the value of Bitcoin based on default probabilities and debt levels, with a focus on understanding its potential outcomes and impacts on the cryptocurrency's valuation. It is impressive to see how mathematical and financial models are being created by experts in their fields such as Greg Foss is an approach taken by technical analysts.The fact that along these experts technological infrastructure like web apps, blockchain mark a new horizon of possibilities. I see great potential in applying quantitative methods to analyze market trends and valuations for cryptocurrencies such as Bitcoin. I look forward to seeing how this approach evolves further and perhaps how it may be effectively used to educate newcomers or optimize portfolio management decisions among digital currency traders or holders out there. Thank you for sharing this informative post!
