Avatar
Alpha Zeta
dc4d0dded8db14f723a472739fed86cb9d56ebcd3c30ba619f4a449ec7f63079
Transparency and personal freedom advocate. Si vis pacem, para bellum.

GM my fellow cult friends

May the Force be with you

5/4 reference

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

This is how the CDS market is pricing the probability of default of the US. These are not bitcoiners. Plan accordingly.