Bitcoin: 'Digital Gold' vs 'Highly Speculative Asset'

According to Financial Times

- 'The Market Cap of Bitcoin makes no sense, supply and price do not reflect what they claim to.' 
- 'Monday 4th sell of, 17% drop, only 150 Bitcoins were sold (according to crypto critics, but very doubtful in my opinion).' 
- 'Inelastic supply, high volatility, no fundamentals... but increasing institutional adoption - JPM long-term price target: $146,000'

Do you agree/disagree with these points? What is your long-term opinion?

3 Comments
 
 

It’s a difficult asset to value because it is so different. ARK have written some interesting articles and papers about ways to think of BTC from a different angle that might be of interest: https://ark-invest.com/articles/analyst-research/on-chain-data-bitcoin/

From my point of view, it is a speculative asset. One use case it seems to have is crowd sourced fundraising. It will be interesting to see if the transparency/security aspect can create some use cases (eg supply chain traceability).

 
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