π² Insider Info in my Socials π
π Get The Hottest Crypto Deals π
π βRoller Guyβ T Shirt π
π₯ TOP Crypto TIPS In My Newsletter π
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πΊEssential VideosπΊ
Bitcoin Stock To Flow Explained π
Weekly Crypto Review π
A Few Of My Favorite Crypto YouTubers π
Lost Bitcoin Stories And Statistics π
Most Recent Ethereum Update π
Avalanche Explained π
Bullish And Bearish Upcoming Crypto Events π
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– TIMESTAMPS –
0:00 Intro
2:14 What is Fidelity?
4:42 Fidelityβs Bitcoin S2F Model
6:41 Fidelityβs Focus On Inflation
8:59 Bitcoin As Inflation Hedge?
11:30 Altcoins Through A Fidelity Lens
14:05 How BTC Could Replace Bonds
16:33 Conclusion
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βοΈ π Useful Links π βοΈ
βΊ Fidelityβs Bitcoin Primer:
βΊ Fidelity Digital Assets Institutional Investor Survey:
βΊ Jurrien Timmer Understanding Bitcoin (Old But Gold):
βΊ Jurrien Timmer Understanding Bitcoin (New Slides):
βΊ Jurrien Timmer Explains Bitcoin Outlook:
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π°What Is Fidelity?π°
Fidelity Investments Inc. is an American asset management company based in Boston, Massachusetts. Fidelity was founded way back in 1946, and since that time it has grown to become one of the worldβs largest asset management companies
πFidelityβs Bitcoin Price Modelπ
Fidelityβs director of global macroeconomics has created a modified stock to flow model for Bitcoin which assumes that demand for BTC will grow at roughly the same way demand for mobile phones did. He also uses global technology adoption and GDP data to give a better estimate of future BTC price
πFidelity Focus On Inflationπ
In some countries like Japan, the central bank has bought more than 50% of the governmentβs debt and the supply of JPY has grown exponentially over the last half century
Japanβs economy has remained relatively stable despite all this βmoney printingβ, and Jurrien thinks that other countries including the United States are planning on following Japanβs lead
What this means is that inflation will only continue, and this means people need to protect their purchasing power β they need an inflation hedge
π€Bitcoin As An Inflation Hedge?π€
Believe it or not, Jurrien argues that neither Bitcoin nor gold are the best hedges against inflation. All they have done is maintain their purchasing power, which is arguably what theyβre designed to do
Historically speaking, equities i.e. stocks have massively outperformed inflation and this is mainly because the gains from gold and BTC canβt be compounded year over year the way dividends can
That said, Jurrien highlights the fact that Bitcoin has the potential to offer much higher returns than any other safe haven assets
π€Altcoins Through A Fidelity Lensπ€
Tnstitutions seem to like cryptocurrencies that have a lot of demand and user growth, robust tokenomics (a maximum or deflationary supply), and the ability to generate some sort of cash flow, ideally a cash flow that can be compounded
π±How Bitcoin Could Replace Bondsπ±
Jurrien is a big proponent of the 60/40 rule β 60% in equities, and 40% in safe haven assets including bonds, gold, and now Bitcoin. This investment strategy is popular among many seasoned investors
If bond yields remain suppressed into the future due to central bank buying, this could motivate investors to shift some of that money into gold and BTC, and this might be happening already.
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π Disclaimer π
The information contained herein is for informational purposes only. Nothing herein shall be construed to be financial legal or tax advice. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Trading cryptocurrencies poses considerable risk of loss. The speaker does not guarantee any particular outcome.
#Bitcoin #BTC #Report #crypto #fidelity #ethereum #cardano
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