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Insights · Asset Valuation

Everything on Asset Valuation

1 insight · 1 episode

  1. Bitcoin's drawdown against silver exceeds 80%, revealing deep capitulation in purchasing power terms that fiat-denominated charts obscure due to currency debasement.

    Impact: Highlights the necessity of using commodity ratios for accurate performance measurement, preventing misinterpretation of market strength during inflationary periods.

    — from Bitcoin Market Structure Shift: Institutional Accumulation and Wealth Share Targets · The Milk Road Show· May 08, 2026