I like your page. However the part which does a comparison between bitcoin and other asset classes is not working. May want to take a look at it.
Nakamoto Portfolio Theory
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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
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