Joe and Joe discuss key macroeconomic indicators for 2023, Bitcoin adoption cycles, and Bitcoin valuation methodology.




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Timestamps: 


00:00 Joe’s Background


04:27 Macro Outlook for 2023


09:52 Do peaking bond yields signal a Bitcoin bottom?


14:28 Does the curve inversion signal a coming recession?


20:03 How can you value Ethereum?


23:18 How can you value Bitcoin?


28:12 Bitcoin adoption cycles


37:21 Is the halving priced in?


39:59 Explaining Bitcoin to risk averse investors

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