Episode IV: Timothy Peterson - Bitcoin through the lens of Network Economics and Metcalfe's Law

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BecauseyoureBored

Timothy Peterson

Cane Island Digital Research

To the Moon: A History of Bitcoin Price Manipulation

Bitcoin Spreads Like a Virus

The History of Money in 10 minutes

The Network Effect: Why Digital Currency Has Value

Estimating the Impact of Mempool Backlog on Bitcoin Price

Further Evidence of Bitcoin Price Manipulation

Bitcoin for Retirement

0:00 Introduction: Tim Peterson's background, publications, mod
3:36 Commodity vs. Representative money
5:37 Bitcoin is Digital Gold? or Digital Platinum?
6:40 Metcalfe's Law and Network Economics
11:02 Bitcoin - Valuation Fundamentals (Bitcoin Price, Network Value, and Adoption Curve)
14:15 Bitcoin's Metcalfe Value vs. Current Price
17:07 Macroeconomics and Metcalfe Valuations (Adoption drives long term price)
19:15 Bitcoin's Battlefield..... and the Trinidad Dollar?
25:25 Russia attempt to de-peg the US dollar from Oil Prices
27:12 Bitcoin - Transaction Volume Drives Short-Term Price. Why Mempool Matters.
34:39 Bitcoin - Price to Network Size (Adoption Curve Estimate)
39:32 Bitcoin manipulated to upside, could it be manipulated via Future ETFs?
41:55 Bitcoin Mempool size (Demand Backlog) and Negative Yielding Debt
44:56 Bitcoin responding to decreasing amounts of negative yielding debt?
46:10 The Scariest Slide (Bitcoin log scale & 2x leveraged NDX ETF)
52:00 Does the 200D SMA hold any relevance?
53:40 Ethereum: Metcalfe's law & McDonalds
59: 55 Bitcoin & Retirement Allocations
1:08:15 Multi-Chain Survivors
1:12:00 Does networks breaking though Critical Mass offer downside protection?
1:14:10 Timothy Peterson's twitter and website
1:15:14 Hippie Sabatoge - Cryptic Captions