GM. Here I am trying to close and open this app a few times convinced that everyone’s handle turning into Dan was a weird bug.
Alpha Zeta
npub1m3xs...dwhx
Transparency and personal freedom advocate. Si vis pacem, para bellum.
GM Lugano! Let’s do this.
GM ☀️🌅 

GM from a remote trail
Go outside and experience nature today 

Just hit my 600 messages daily limit.
Oh, never mind. Wrong app.
gm 

GM my fellow cult friends 

GM 

GM 

GM
GM Miami 

GM. MTFBWY.
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.


GM


Bitcoin is 🔽 53% since ATH in 11/2021
But daily stackers since then are up 🔼 5%
Consistently exiting the fiat system pays off
Don't believe it?
We ran the numbers and now you can too:
nakamotoportfolio.com/apps/dca_sim?t…
(₿_
\\\_\
<____) GM
#[0] Verifying My Public Key: @alphaazeta
#[0] Verifying My Public Key: "Your twitter handle here"
Nakamoto Portfolio
—————————
Beta Testing available
nakamotoportfolio.com
Bitcoiners run the numbers
We’ll be including more content through the next few weeks. For now, the Schrödinger Model is available as an app.