Timothy Peterson

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Timothy Peterson

Timothy Peterson

@nsquaredvalue

Bitcoin Pathfinder | Network Economist Author of "Metcalfe's Law as a Model for #Bitcoin's ₿ Value" & "The Debauchery of Currency: a Bloody History of #Money"

Katılım Nisan 2018
326 Takip Edilen32.8K Takipçiler
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Timothy Peterson
Timothy Peterson@nsquaredvalue·
#bitcoin is the first money that requires no physical space to store it, no courier to carry it, no bookkeeper to count it, no auditor to check on it, no security guard to protect it, and no government to issue it.
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DFW Scanner
DFW Scanner@DFWscanner·
On Tuesday evening, an Air Evac Lifeteam helicopter made a hard landing on the helipad atop Baylor University Medical Center in Dallas. Thankfully, no one was injured, but the helicopter was damaged. Earlier today, crews removed the damaged helicopter from the helipad at the hospital.
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Timothy Peterson
Timothy Peterson@nsquaredvalue·
Bitcoin 2027 cane-island.digital This edition examines one of the most important transitions in Bitcoin’s history: the point at which familiar narratives begin to fail, older assumptions stop explaining reality, and a more durable framework starts to emerge. The report spans macroeconomics, adoption, valuation, volatility, artificial intelligence, quantum risk, and long-term price structure, all through a single analytical lens. GET 10% OFF WHEN YOU USE DISCOUNT CODE: TENOFF When you purchase Bitcoin 2027, you are also entitled to a free one-year subscription to the BluRoo analysis platform. Every day, BluRoo synthesizes overnight market movements, on-chain metrics, and macro signals into a concise intelligence brief. Model-driven appraisal benchmarks, Daily intelligence brief, Next-generation research assistant, and Professional charting, all for free! The analytical toolkit spans network valuation via Metcalfe's Law and a macroeconomic model conditioned on the Fed dot plot, CME FedWatch probabilities, and the CBO two-year outlook, and a downside risk framework that expresses the likely price floor as a probability distribution. The report also addresses several questions that remain widely misunderstood. We look at whether advanced AI systems would converge on Bitcoin as a store of value, whether the quantum threat is immediate or overstated, the downside risk across time horizons, and why volatility itself may offer useful clues about future relative performance. Finally, we return to one of the central questions in Bitcoin analysis: how network growth relates to value, and provide scientifically rational forecasts for the next two years. Bitcoin 2027 includes four items: the Bitcoin 2027 report, the prior-year Bitcoin 2026 report, the Bitcoin Macro Investor's Notebook ($60 value), and the digital platform subscription ($60 value). Over $120 in additional materials at no extra cost — more content, better tools, and a lower price than last year. cane-island.digital
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Timothy Peterson
Timothy Peterson@nsquaredvalue·
Bitcoin
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Überrenditen
Überrenditen@Uberrenditen·
Der 100-Jahre-Plan für den Aktienmarkt Wenn du dir die letzten 100 Jahre anschaust, siehst du ein klares Muster: Der Markt wiederholt immer wieder die gleichen Zyklen. Seit der Großen Depression 1930 gab es drei große Abwärtsphasen und drei Aufwärtsphasen . Wir stecken gerade mitten im dritten großen Bullenmarkt. Die schlechten Zeiten (Bärenmärkte) Diese Phasen dauerten meistens etwa 9 Jahre (die Weltwirtschaftskrise von 1930 war mit 12 Jahren eine Ausnahme). Ein typisches Zeichen war, dass der Markt zweimal oben und zweimal unten „anklopfte“, bevor es wieder aufwärts ging. Oft krachte der Kurs bis zu einer bestimmten langfristigen Linie (dem 300er-Schnitt im Monatschart) und startete von dort aus neu durch. Die guten Zeiten (Bullenmärkte) Die ersten beiden großen Aufwärtsphasen dauerten jeweils 24 und 25 Jahre. Das Spannende: Sobald der Markt einmal Fahrt aufgenommen hatte, fiel er fast nie unter eine bestimmte grüne Linie (den 100er-Schnitt). Die blaue Linie (50er-Schnitt) war dabei immer die beste Chance, um günstig nachzukaufen, wenn es mal zwischendurch ruckelte. Warum steigt der Markt so extrem? Hinter jedem Bullenmarkt steckt eine neue Technologie: Früher waren es industrielle Durchbrüche. Dann kam der Internet-Boom. Heute erleben wir den E-Commerce- und Social-Media-Boom. Klar, irgendwann platzen diese Blasen immer, weil die Leute übertreiben. Aber die Technik bleibt! Das Internet ist nicht verschwunden, nur weil die Kurse im Jahr 2000 abgestürzt sind – es wurde zum Fundament für alles, was wir heute nutzen. Der KI-Boom Wir sind jetzt im zweiten Teil des aktuellen Aufschwungs, und der wird von der Künstlichen Intelligenz getrieben. Wahrscheinlich wird diese Blase um das Jahr 2034 platzen. Das wird wehtun, aber danach wird KI das feste Rückgrat unserer gesamten Wirtschaft sein. Im Grunde sind die letzten 100 Jahre eine Kette von Erfindungen, die die Kurse immer höher treiben. Die Abstürze zwischendurch sind nur dazu da, die heiße Luft rauszulassen und Platz für neues Geld und die nächste Technologie zu machen. Was bedeutet das für dich heute? Wenn dieser Zyklus so läuft wie die letzten beiden, könnte der S&P 500 bis auf 17.000 Punkte steigen. Es wird zwischendurch immer wieder Korrekturen geben. Der Zoll-Crash Anfang 2025 war so ein Moment, hat aber die wichtige blaue Linie nicht ganz berührt. Schau auf den RSI-Anzeiger. Wenn der unter 30 fällt, ist das eine Chance des Jahrzehnts. Das ist in 100 Jahren erst sechsmal passiert – und jedes Mal war es der perfekte Zeitpunkt zum Kaufen. Liken, Folgen, Speichern, Kommentieren, Teilen. Danke für den Support 🫶😊🫶
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Timothy Peterson
Timothy Peterson@nsquaredvalue·
@mnicoletos Plus we've invented 80% of the technology people use today: airplane, electric power grid, internet, semiconductors, telephones... Without the US people would still be living in the colonial/imperial age, carrying letters on horseback and reading by candlelight.
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Michael Nicoletos
Michael Nicoletos@mnicoletos·
As someone recently told me: If you close your eyes and think hard about how much you hate the US, then you can believe almost anything that has to do with the US losing its global superpower status. 1) The #US has the global reserve currency, the #USD, which is only strengthening its dominance. 2) The US has the largest and most capable military force (operational with experience) by far. 3) The US is the largest, most sophisticated, and most liquid capital market in the world. #China needs capital controls to survive. 4) The US has the largest, strongest, and most resilient economy in the World. 5) Geographically, the US is the most gifted area/continent in terms of terrain and resources. 6) The US banking system is the most robust right now in the world. If you think the US was in a bad place during the GFC in 2008, check out China’s banking system today. At least 3x worse than what the U.S. looked like in 2008. 7) If you ask anyone if they would rather migrate to the US or China, 99.9% would say the US. I wonder why that’s the case. 8) Yes, the U.S. lost its industrial superiority during the last 20 years, mostly because the U.S. democratic party gave it away, but it’s gaining it back. 9) In the #AI race, it’s clear that the US is at least 2 steps ahead of China (#mythos) 10) If command and control economies were superior, then the U.S. would not have won the Cold War. 11) This brings us to @realDonaldTrump. The media has underestimated him for years. Not because he is above criticism. Not because the case against him lacks merit. And not because you have to be a supporter to acknowledge it. The error is different. Too many people still confuse Trump’s style with a lack of strategic instinct. That is a mistake. A 79-year-old president who lost an election, absorbed every form of political and legal pressure, came back to run again, survived an assassination attempt, stood up bleeding, and then returned to win again is not a figure that should be analyzed casually. Whatever one thinks of him morally or politically, he has unusual resilience, stamina, and instinct for attention. He has used the same method for years. Provoke the media. Absorb the attention. Turn the reaction into leverage. This does not make him infallible. It does mean he should not be underestimated.
Alon Mizrahi@alon_mizrahi

For the first time in memory, a US president visits China and it is clear that China is the greater power in that relationship; the bigger military power, the bigger economic, scientific and industrial power, and the better liked country globally. A huge shift happened, but we are not yet fully aware that it did happen because it didn't involve great violence. But China is not a rising power: it is the big power, just without the self-aggrandizing and narcissism, the glut, and the drama

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Timothy Peterson
Timothy Peterson@nsquaredvalue·
Altcoins are having a rally. A few weeks ago this list had 4 tokens on it. Now it is 3 pages long. bluroo ai
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Timothy Peterson
Timothy Peterson@nsquaredvalue·
#Bitcoin price and active addresses for 2019
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Bitcoin News
Bitcoin News@BitcoinNewsCom·
Here is the list of amendments Senators have proposed for the Clarity Act. The sections highlighted in yellow represent the amendments requested by Senator Elizabeth Warren alone.
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Kalshi
Kalshi@Kalshi·
JUST IN: Trump receives warm welcome in China
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AnOrangeFuture
AnOrangeFuture@HarrisChri99199·
At this point they have only ever sold some Bitcoin in 2022 for tax purposes. Where are they selling tranches of Bitcoin? They are still a Bitcoin treasury company, a Bitcoin treasury company is a corporation which holds Bitcoin on its balance sheet and they are still the largest. Yes they have evolved a little with the preferred stocks but still 100% a treasury.
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Watcher.Guru
Watcher.Guru@WatcherGuru·
JUST IN: Michael Saylor's Strategy proposes selling some Bitcoin to pay dividends. "You buy Bitcoin with credit, you let it appreciate, and then you sell Bitcoin to pay the dividend."
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Timothy Peterson
Timothy Peterson@nsquaredvalue·
Bitcoin
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Timothy Peterson
Timothy Peterson@nsquaredvalue·
This is a list of famous people, not great investors. If you know anything about investing, you know Ed Thorpe, Cliff Asness, and Jim Simons should be on this list. If you don't know these names, you might be an investment enthusiast but not an investment historian. And how is Paul Tudor Jones missing? Burry is a one-hit wonder and Buffett is a merely average stockpicker when you remove the float/leverage from the insurance vehicle.
Miguel Páez@PaezFinance

Pirámide de los mejores inversores de la historia. Opiniones👇

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Timothy Peterson
Timothy Peterson@nsquaredvalue·
Bitcoin is officially back on track. bluroo ai
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Bitcoin News
Bitcoin News@BitcoinNewsCom·
NEW: 🇧🇹 Bhutan offloads another 100 BTC ($8.1M).
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Block
Block@BlockMeta·
@Kalshi is there a time frame or
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Kalshi
Kalshi@Kalshi·
JUST IN: 50% chance Bitcoin falls below $60,000
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