VBTC - Vaneck Bitcoin Etf - Strawman: ASX share price, valuation, research and discussion

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Valuation of $36.00

Rapstar

Added a month ago

US economy remains resilient, with a strong private sector balance sheet (the wealth 30% anyway).
Fed is asymmetrically dovish, kowtowing to fiscal dominance by artificially stimulating demand for US Treasurys amid explosive growth in US federal deficit.
Weakening USD should accelerate dollar recycling and provide China scope to support their flagging economy with stimulus.
US fiscal impulse and treasury's financing policy are getting increasingly positive in Q4 ahead of $700 Bn spenddown of the US TGA in Q1 2025.
Trump election may drive euphoria in the short term, but his policies risk stagflation in the medium term (bad for $BTC)
NEAR TERM RISK: Tight Democrat election win could lead to civil unrest, as Trump and MAGA unlikely to accept result. Long term, civil unrest may boost use case / adoption.

My April 2025 $BTC target: $125 K USD

#Bear Case

thunderhead

Added 2 months ago

https://www.moneyandbanking.com/commentary/2024/9/15/a-national-strategy-for-bitcoin-sell-it-all-now

#Crypto psychos???

Karmast

Added 3 months ago

Wow - do some of us need to worry about who we are chatting with on Strawman!!!

The link here for those with an AFR subscription -

https://www.afr.com/markets/currencies/crypto-owners-are-more-likely-to-have-psychopathic-traits-study-says-20240902-p5k73c?utm_content=around_the_world&list_name=EBE726C6-38DF-4725-9BE4-5091999D8384&promote_channel=edmail&utm_campaign=the-brief&utm_medium=email&utm_source=newsletter&utm_term=2024-09-02&mbnr=MjExOTY0NTg&instance=2024-09-02-12-03-AEST&jobid=30762471