Long-term Investment Thesis: Bitcoin

The Bullish Case for Bitcoin – Vijay Boyapati

• Broad overview of the investment thesis for bitcoin.

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Modeling Bitcoin’s Value with Scarcity – Plan B (medium)

• PlanB’s statistical analysis on the relationship between Bitcoin price (unknown) and bitcoin stock/flow ratio (known), finding a power-law model which is correlated and co-integrated with 95% confidence.