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Permian Capital & WealthMark LLC on Bitcoin and Other Digital Assets
Manage episode 247964984 series 2574505
Last week, we discussed the strengths and weaknesses of Bitcoin with crypto funds, Permian Capital Management and WealthMark LLC. Josh Kernan and Ian Del Balso of Permian Capital introduce several other digital assets & technologies including Basic Attention Token (BAT) and the Brave browser, which sits atop the Ethereum blockchain. With over 10M monthly active users, Brave experienced a 19% surge in usership between October and November '19. Next, Ben Esget of WealthMark walks us through the "stock to flow" valuation framework for Bitcoin, citing increasingly low interest rates and the Bitcoin halving process as growth catalysts.
36 episodios
Manage episode 247964984 series 2574505
Last week, we discussed the strengths and weaknesses of Bitcoin with crypto funds, Permian Capital Management and WealthMark LLC. Josh Kernan and Ian Del Balso of Permian Capital introduce several other digital assets & technologies including Basic Attention Token (BAT) and the Brave browser, which sits atop the Ethereum blockchain. With over 10M monthly active users, Brave experienced a 19% surge in usership between October and November '19. Next, Ben Esget of WealthMark walks us through the "stock to flow" valuation framework for Bitcoin, citing increasingly low interest rates and the Bitcoin halving process as growth catalysts.
36 episodios
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