Part 6

Bitcoin as a Store of Value

The internet had very few users in the early 90s. We think investing in Bitcoin now is like getting exposure to the internet then. Those few users, in its early stages were associated with low stock prices of names that are now the bluest of the blue-chips. We did an in-house study to determine what was behind the rise of the best performing stocks on the market like the FAANGs. We surprisingly determined that about 75% of the gains from those stocks actually has very little to do with company ...

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