MI Rewind: Bitcoin, Long-Term Debt Cycles, & On-Chain Analysis w/ Dylan LeClair
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 30 June 2023
⏱️ 55 minutes
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Summary
Transcript
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| 0:00.0 | You're listening to TIP. |
| 0:02.2 | On today's show, we've started to reshare some older episodes that are my favorite |
| 0:06.6 | for a few reasons. |
| 0:08.6 | One, we get a bunch of new listeners each week, so the new listeners may not have heard |
| 0:13.1 | this episode before. |
| 0:14.6 | Two, even if you've been listening for a while, you may have missed this episode when it |
| 0:19.2 | originally came out. |
| 0:22.2 | Or three, even if you've heard it before, it can be a great episode to learn from again. If you've already |
| 0:26.8 | heard this episode or you're not interested in hearing it, feel free to just skip it. There's |
| 0:30.8 | no harm in that, and you could pick up with our new episodes next week. All right, guys, |
| 0:35.3 | that's all I had for you for this new intro. Everything going |
| 0:38.9 | forward is going to be from the original show. Hope you guys enjoy it. They're producing this |
| 0:46.0 | commodity, and unlike any other commodity producer, this is what people don't understand. |
| 0:50.0 | Like, look at gold miners. They mine all their gold and they dump it. Look at oil producers. |
| 0:54.0 | They produce all this oil. They sell it. Look at Bitcoin miners. They mine all their gold and they dump it. Look at oil producers. They produce all this oil. They sell it. Look at Bitcoin miners. They mine all their Bitcoin. |
| 0:57.6 | They stuff it on their balance sheet. They borrow more money to buy more Bitcoin. They don't want to |
| 1:01.6 | sell a single Satoshi of this asset. |
| 1:07.0 | Boy, am I excited to bring you today's episode with Dylan Leclair. |
| 1:12.6 | Dylan is the writer and editor for the Bitcoin Magazine and has a passion for Bitcoin, finance, and economics. Aside from his |
| 1:18.2 | work with media operations at Bitcoin Magazine, Dylan operates a consulting business 21st |
| 1:23.4 | paradigm, which aims to assist businesses and individuals to incorporate Bitcoin into their capital |
| 1:28.9 | allocation and business strategy. During the episode, I chat with Dylan about Ray Dalio's thesis |
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