Published 21 Aug 2026, 16:19 UTC · fetched 3 Nov 2026, 10:56 UTC
Dan Held
@danheld
In reply to · 21 Aug 2026, 11:48 UTC · context given to the AI
Contentious thesis. My contentious thesis is that Bitcoin will eventually be valued like gold. It has perfect scarcity, decentralisation and transparent settlement: the neutral bearer asset for a digital financial system. Bitcoin still trades at a market capitalisation significantly below Nvidia’s. Blockchain is the biggest record-keeping innovation since the Medici-era invention of double-entry bookkeeping. Wall Street has done no objective research, even as money and capital-market infrastructure migrates onto blockchain rails. Sec Bessent is moving forward with Genius Act. IMHO US will be the capital of innovation in the digital asset world. Team Warren may have won the battle but will eventually lose the war. We are so early in this theme. Have a great day.@DrJStrategy Was my thesis since 2012!View original on X ↗
Deterministic: the same prices and policy always give the same result
unscored Awaiting manual review
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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