Welcome to Value Stack Podcast. If you're interested in investing, economics, Bitcoin, and libertarian ideas, then this is the podcast for you!

Brought to you by @Shaperfunds and @BTCBap.

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0:00 Sponsorships

1:03 Intro 

1:32 Attending Local Bitcoin Meetups 

4:24 Is Stock to Flow Model Breaking Down? 

9:11 Grayscale GBTC Lockup Expiry - Price Drop Incoming? 

26:18 Boating Accident of the Week (US Senator Cynthia Lummis) 

31:08 Trading and Managing Emotions in Volatile Markets 

41:14 Major Hashrate Decline - A Cause for Concern? 

47:23 Outro

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Today's topics:  

-We discuss our experience attending local bitcoin meetups in person and the growth of the bitcoin community post-lockdown.  

-We have a critical look at the Stock to Flow model and discuss its current large deviation from the model prediction. It is make-or-break time for this model to continue to hold. If it does, it looks to be a strong accumulation signal.  

-We talk about the Grayscale Trust GBTC lockup expiry soon approaching, and the implications it could have for the bitcoin markets, and the reasons investors may look to sell their position at a loss.   

-We talk about the risks of trading and timing market cycles, as well as managing emotions behind investing, based on our tenured experience as financial managers and bitcoin investors.  

-We recognize US Senator Cynthia Lummis' recent OpSec mistake on CNBC in this week's Boating Accident.   

-We talk about the difficult adjustment period and the implications a 50% hash rate drop has for the bitcoin network, as well as potential considerations to note over the next few months regarding bitcoin mining.

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