Bitwise’s André Dragosch: Bitcoin’s “Fair Value” of $197,000
▶ Bitcoin Magazine Bitwise’s André Dragosch: Bitcoin’s “Fair Value” of $197,000 Bitwise’s André Dragosch joins Spencer Nichols to explain why Bitcoin tends to move before shifts in global liquidity, acting as the
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Bitcoin Magazine Bitwise’s André Dragosch: Bitcoin’s “Fair Value” of $197,000
Bitwise’s André Dragosch joins Spencer Nichols to explain why Bitcoin tends to move before shifts in global liquidity, acting as the canary in the liquidity coal mine, and why his global money supply model puts Bitcoin’s fair value at $197,000 today. They also dig into recession risk, the Fed’s next move, and how capital rotating out of precious metals could help Bitcoin catch up to the money supply.
Host: Spencer Nichols — Bitcoin Magazine André Dragosch — Bitwise Director, Head of Research – Europe
Chapters: 00:00 Why French Bond Yields Are Rising 03:13 Tightening Financial Conditions Go Global 08:04 What the Dollar and an AI Bubble Mean for Bitcoin 12:45 Contagion Risk in the AI Credit Complex 17:23 Bitcoin, the Canary in the Liquidity Coal Mine 21:21 The Fed’s Dilemma and the Debt Burden 25:42 China’s Slowdown and Recession Risk 30:18 Will Bitcoin Decouple From Stocks? 33:47 Bitcoin’s $197K Fair Value 37:43 Bretton Woods III and Bitcoin as Global Money 42:07 Bitcoin’s Reserve Currency Call Option 46:48 Bitcoin-Backed Credit and Strategy as a Bank
DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.
This post Bitwise’s André Dragosch: Bitcoin’s “Fair Value” of $197,000 first appeared on Bitcoin Magazine and is written by Mark Mason .